Boca Raton, FL, USA
10 days ago
Senior Portfolio Analytics Associate
Kforce has a client that is seeking a Senior Portfolio Analytics Associate in Boca Raton, FL. Duties Include: * Senior Portfolio Analytics Associate will calculate and interpret returns and analytics using both internal systems and vendor-based software; Conduct detailed analysis on system-generated data, identifying anomalies, strengthening data integrity, and enhancing validation techniques * Manage both routine processes and deliverables, as well as ad hoc requests, from stakeholders across the firm and industry; Apply managing deadlines and expectations * Review and maintain transaction and security-level data for FactSet & Bloomberg to ensure accurate portfolio-based reporting * Contribute towards ongoing technology initiatives aimed at self-service alternatives or cross-department efficiencies; Re-engineer workflows, propose innovative solutions, and work diplomatically through projects * Assist with the verification process and firm-wide compliance with GIPS; Aid other groups in their understanding and adherence to performance reporting best practices * As a Senior Portfolio Analytics Associate, you will follow, maintain, and update departmental procedures and documentation * Provide ongoing expertise related to returns, system nuances, and product characteristics * Help with data quality efforts and automation efforts focused on performance and portfolio datasets
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