Portfolio Analytics Senior Consultant
The Analytics and Decision Support team is part of the Investments Risk and Return group. This team is responsible for the development of an investment data and analytics platform, as well as delivering reporting and analysis that drive investment and business decisions. The Portfolio Analytics Senior Consultant will focus on defining analytics requirements, data sourcing, analysis and report management. The Senior Consultant will work with key leaders to support complex research requests, identify data and analytics requirements and develop data processes to support the project.
This position will report hybrid into our Chicago downtown office 2-3 times a week.
Key Responsibilities
• Work with key stakeholders to define data and analytics requirements to support Risk/Return objectives
• Develop POC solutions across multiple data sources to enhance SQL Server-based platform
• Assist in the buildout of performance attribution and risk reporting frameworks
• Apply analytical and quantitative approaches to analyze and process data
• Validate calculation logic and quality of vendor analytics
• Perform data analysis to evaluate quality and gaps of new data sources
• Evaluate existing processes to identify opportunities to enhance disparate data
• Identify relevant data required to support the development of Analytics Data Warehouse
Education and Experience
• 3-5 years of relevant experience working with portfolio and risk analytics, performance measurement, orperformance attribution.
• Experience working across multiple asset classes, including both public and private assets
• Understanding of risk management concepts and key performance drivers within investment portfolios
• Experience working with BlackRock Aladdin or eFront a plus
Functional Skills
• Proficiency in SQL required with experience using large relational databases (i.e. SQL Server, Oracle)
• R, Python or scripting language a plus
• Experience with widely used analytics tools, such as Tableau
• Strong independent thinking and complex problem-solving skills
• High attention to detail and accuracy
• Experience with commercial risk system, such as Aladdin, POINT, RiskMetrics, etc.
Note: The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.