Portfolio Data Analyst

This role focuses on portfolio data analysis and analytics, supporting investment decisions with data-driven insights. It requires strong analytical skills and experience with data visualization tools to interpret complex datasets and communicate findings.

The Portfolio Analyst role supports investment decision-making by analyzing portfolio performance, risk, and market trends. Responsibilities include preparing performance reports, conducting attribution analysis, and collaborating with portfolio managers to optimize investment strategies.

This role analyzes data for saas.group's portfolio companies using SQL and dbt to support decision-making and growth. The analyst will build and maintain data models, generate insights, and enable data-driven strategies across the portfolio.

This Portfolio Analyst supports PitchBook's Lumonic subsidiary, a private credit management platform, by helping customers with portfolio monitoring. Responsibilities include collecting financial statements, tracking KPIs, managing borrower compliance, and providing feedback on product improvements. Requires a bachelor's degree in Finance or Accounting and 1+ years of experience.

Manages customer success for ESG and sustainable investment clients, ensuring they derive value from products through onboarding, training, and proactive relationship management.

Develops quantitative models and tools for investment analysis, implementing algorithms and optimizing performance. Collaborates with research teams to support data-driven decisions.

This role provides expert consulting on fund data, ensuring accuracy and completeness for clients. It involves data analysis, client support, and resolving data-related issues to maintain high data quality standards.