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Portfolio Analytics & Reporting Associate

Job in Baltimore, Anne Arundel County, Maryland, 21276, USA
Listing for: Financial Additions
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management, Financial Reporting
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

Financial Additions in Washington DC is seeking a Portfolio Analytics Associate for an in-office role with a multi-billion dollar investment firm. You will manage data and workflows behind portfolio performance and risk reporting, using Addepar to produce reports and investigate discrepancies.

The ideal candidate has a Bachelor's degree and 2+ years in data analytics, with strong Excel, Power BI, Tableau and the initiative to learn new systems.

We have an opening for a Portfolio Analytics & Reporting Associate in Baltimore, MD, United States within Finance.

This posting is for the Portfolio Analytics & Reporting Associate role at Financial Additions, based in Baltimore, MD, United States.

We are looking to fill the Portfolio Analytics & Reporting Associate position at Financial Additions in Baltimore, MD, United States.

The Portfolio Analytics & Reporting Associate role at Financial Additions is now open for applications in Baltimore, MD, United States.

Position Requirements
10+ Years work experience
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