Portfolio Analytics Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Analytics Specialist based in India.

This role offers the opportunity to work at the intersection of investment analytics, financial technology, and institutional portfolio management. You will analyze portfolio and security-level performance, risk, and attribution to uncover the factors driving investment outcomes. Working closely with product, engineering, and data science teams, you will help turn sophisticated financial analysis into practical, institutional-grade analytics tools. You will conduct market, macroeconomic, and security-level research to support both client workflows and product development. The role combines quantitative analysis with meaningful exposure to institutional investors and their decision-making processes. It is well suited to an analytical finance professional who wants greater ownership and the opportunity to influence how investment technology is built.

Accountabilities:

• Collaborate with product, engineering, and data science teams to develop robust portfolio intelligence tools and analytics capabilities.
• Analyze portfolio- and security-level performance, risk, and attribution across different investment strategies and market environments.
• Decompose investment returns to identify key drivers of alpha, beta, and idiosyncratic performance.
• Conduct market, macroeconomic, and security-level research to generate insights and support institutional client workflows.
• Analyze and interpret financial datasets to identify meaningful trends, risks, performance drivers, and investment insights.
• Validate financial metrics and analytics to ensure accuracy, consistency, and relevance for institutional users.
• Translate complex quantitative and financial analysis into clear, actionable insights for internal stakeholders and clients.
• Work directly with institutional stakeholders, including portfolio managers, investment analysts, CIOs, and risk managers, to understand their analytical needs.
• Contribute financial and investment expertise to the development and continuous improvement of portfolio analytics products.

Requirements:

• 2-4+ years of experience in a front-office financial role, such as investment banking, hedge funds, asset management, or a comparable investment-focused environment.
• Bachelor’s or Master’s degree in Finance, Economics, Engineering, or a related discipline from a highly regarded university.
• First-Class Honours degree or international equivalent.
• Exceptional analytical capabilities and advanced Excel skills, including financial modeling and analysis of large datasets.
• Strong understanding of investment and portfolio concepts, including portfolio theory, risk attribution, yield, drawdown, correlation, volatility, and performance analysis.
• Demonstrated interest in financial markets, investment strategies, portfolio construction, and institutional investment workflows.
• Excellent communication skills, with the ability to explain complex financial concepts clearly to portfolio managers, analysts, CIOs, risk managers, clients, and other stakeholders.
• Strong ability to turn detailed quantitative analysis into concise, actionable conclusions.
• Self-motivated and comfortable working independently in a fast-paced, remote environment.
• Familiarity with institutional investment processes, research platforms, and financial data tools.
• Experience with Bloomberg, FactSet, Python, R, or similar financial and data-analysis tools is a plus.
• CFA, FRM, or MBA qualification is advantageous.

Benefits:

• Competitive compensation package aligned with experience and market expectations.
• Remote-friendly working environment with opportunities for independent ownership.
• Opportunity to work closely with product, engineering, and data science professionals.
• Exposure to institutional investors and sophisticated portfolio management workflows.
• Hands-on involvement in developing modern financial analytics and investment technology.
• Opportunities to deepen expertise in portfolio performance, risk, attribution, and financial markets.
• Collaborative, fast-paced environment with meaningful ownership and responsibility.
• Professional development opportunities through exposure to investment, technology, and data disciplines.
• Opportunity to contribute directly to tools designed for professional investors and asset managers.