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Portfolio Analytics & Reporting Associate

Job in Washington, District of Columbia, 20022, USA
Listing for: Financial Additions
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Analyst, 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 are seeking a motivated Portfolio Analytics & Reporting Associate to join Financial Additions in Washington, DC, United States.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Portfolio Analytics & Reporting Associate role in the description above.

We appreciate your interest in this position.

Position Requirements
10+ Years work experience
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