Financial Service Analyst
Listed on 2026-10-27
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Finance & Banking
Financial Analyst, Financial Reporting
Position Summary
The Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI.
Key ResponsibilitiesAnalyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadership
Develop, maintain, and enhance dashboards and reports using Tableau and Power BI
Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs
Monitor portfolio performance, asset allocation, and risk metrics
Partner with portfolio management, operations, and compliance teams to ensure data accuracy and consistency
Support ad hoc financial analysis, forecasting, and trend analysis
Assist in data validation, reconciliation, and quality control across financial systems
Document data definitions, reporting logic, and analytical methodologies
Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field
Experience working in a portfolio management firm, asset management firm, or financial services environment
Strong database skills with the ability to query data (SQL or similar)
Hands-on experience with Tableau and/or Power BI
Solid understanding of financial statements, investment data, and portfolio metrics
Strong analytical, problem-solving, and attention-to-detail skills
Experience working with portfolio management systems or investment data platforms
Knowledge of securities, asset classes, and investment performance reporting
Experience integrating data from multiple financial systems
Ability to communicate technical and financial insights to non-technical stakeholders
Financial analysis and reporting
Data visualization and storytelling
Database querying and data integrity
Collaboration across investment and operations teams
Ability to manage multiple priorities in a fast-paced environment
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