Portfolio Analytics Analyst, MS Graduates

Portfolio Analytics Analyst

About the Role

This role focuses on analyzing portfolio performance, identifying trends, monitoring key metrics, and developing insights to support business and investment-related decisions for Master’s graduates interested in Portfolio Analytics.

Key Responsibilities

• Analyze portfolio performance data and identify trends and patterns.
• Prepare reports and dashboards to track key performance indicators.
• Use Excel and SQL to collect, organize, and validate datasets.
• Evaluate portfolio metrics and highlight potential risks or opportunities.
• Collaborate with analytics, finance, and business teams.
• Support forecasting, performance reporting, and data-driven decision-making.
• Maintain accurate documentation and ensure data quality.

Requirements & Tech Stack

• Excel
• SQL
• Data analysis
• Financial or business metrics

Familiarity with SQL, Python, Power BI, or Tableau is a plus.

Qualifications

• Master’s degree (MS) in Finance, Financial Analytics, Business Analytics, Economics, Statistics, or a related field.
• Graduated in 2026 or expected to graduate between May 2026 and February 2027.
• Strong analytical, quantitative, and problem-solving skills.

Work Authorization

Candidates with F-1 OPT or STEM OPT work authorization may be considered.