project portfolio analyst

Los Angeles Capital Management

<p></p><div><div><b>Analyst, Portfolio Management</b></div><div></div><div><b><br>
About the Firm</b></div><div></div><div><b><i><br>
Firm Mission</i></b></div><div><b><i>
&ldquo;Achieving Client Success through Research and Technology&rdquo;</i></b></div><div></div><div><br>
Los Angeles Capital, the &ldquo;Firm&rdquo;, is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today&rsquo;s equity market. The Firm&rsquo;s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $40.1 billion as of December 31, 2025, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the &ldquo;Best Places to Work in Money Management.&rdquo; The Firm&rsquo;s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees&rsquo; long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.</div><div></div><div><b><br>
Position Overview</b></div><div>
The Portfolio Management Analyst is a motivated, detail-oriented individual with a strong interest in financial markets and investing who is eager to learn how an institutional public equities manager operates. The Analyst will support Portfolio Managers across a range of responsibilities, including portfolio analysis, client reporting, and internal research projects.</div><div></div><div><br>
This position offers meaningful exposure to portfolio management, trading, research, operations, and client engagement, providing an excellent foundation for a long-term career in investment management.</div><div></div><div><b><br>
Key Job Responsibilities</b></div><div></div><ul><li>
Assist in preparing portfolio performance, attribution, and risk analytics for internal and client reporting</li><li>
Support the portfolio rebalance process by analyzing portfolio positioning and security‑level changes</li><li>
Update portfolio statistics and analytical materials used in business development and client communications</li><li>
Help prepare materials for internal investment and portfolio review meetings</li><li>
Participate in testing and quality control of new reporting tools, analytics, and technology systems</li><li>
Take on ad‑hoc analytical tasks and special projects</li></ul><div></div><div><b><br>
Skills and Knowledge Required</b></div><div></div><ul><li>
Bachelor&rsquo;s degree in Economics, Business, STEM or related field</li><li>
1-2 years of related work experience; relevant internships or academic project work are welcome</li><li>
Strong academic record, particularly for candidates without prior investment experience</li><li>
Clear interest in financial markets and public equity investing</li><li>
Comfortable working with financial data</li><li>
Strong written and verbal communication skills</li><li>
Highly organized with strong attention to detail</li><li>
Positive attitude, strong work ethic, and willingness to learn</li><li>
Ability to manage multiple tasks and deadlines in a fast‑paced environment</li><li>
Team‑oriented mindset and openness to feedback</li></ul><div></div><div><b><i><br>
This is a hybrid position based in Los Angeles, CA which requires weekly attendance.</i></b></div><div></div><div><br>
Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.</div><div></div><div><b><i><br>
Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual&rsquo;s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.</i></b></div><div></div><div><i><br>
For more information about the company, please refer to our website at</i><i> </i><i>www.lacapm.com</i><i>.</i></div><div></div><div><b><br>
Personnel/Applicant Privacy Notice</b></div><div>
Los Angeles Capital is committed to safeguarding the privacy of our personnel and job applicants. Los Angeles Capital does not &quot;sell&quot; (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.</div></div><div></div>

Portfolio Management Analyst

Leeds Professional Resources

<div>
 <p>
  We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Responsibilities:
 </p>
 <ul>
  <li>
   Support with macro and micro economic research and monitoring.
  </li>
  <li>
   Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models.
  </li>
  <li>
   Develop and recommend investment solutions using a broad array of asset allocation and client risk tolerance tools and resources.
  </li>
  <li>
   Execute multi-million-dollar block trades and/or individual client account rebalances.
  </li>
  <li>
   Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates.
  </li>
  <li>
   Monitor and track all firm investments to ensure optimal performance and risk-management.
  </li>
  <li>
   Assist with weekly IPC review meetings.
  </li>
  <li>
   Drive improvements and efficiencies in data processes and management.
  </li>
  <li>
   Prepare financial proposals and client portfolio reviews as needed.
  </li>
  <li>
   Perform research and execute special projects on request.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Qualifications:
 </p>
 <ul>
  <li>
   Strong passion and knowledge of global financial markets.
  </li>
  <li>
   Ability to interact and communicate effectively with colleagues and clients, and willingness to perform a wide range of tasks.
  </li>
  <li>
   Attention to detail, critical thinking, resourcefulness, multi-tasking, and working independently.
  </li>
  <li>
   Solid analytical and modeling skills in Microsoft Excel, with intermediate knowledge of Visual Basic Application (VBA) a plus.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Experience and comfort trading high net worth accounts a major plus.
  </li>
  <li>
   Minimum three-five years in the financial field.
  </li>
 </ul>
 <p>
 </p>
</div>


Portfolio Analyst - Financial Services

Selby Jennings

<div>
 <p>
  <strong>
   Portfolio Analyst (Core Bond) on Premier Investment Team (Los Angeles)
  </strong>
 </p>
 <p>
  A leading corporate credit investment team is seeking a Portfolio Analyst. This opportunity offers the chance to work directly with a highly regarded Portfolio Manager, a flexible investment mandate, and significant upside potential.
 </p>
 <p>
  The ideal candidate has an entrepreneurial mindset, a genuine interest in investing, and excellent communication skills.
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Support the portfolio management team with a focus on ongoing portfolio oversight, including cash management, duration positioning, sector allocation, yield objectives, and thematic implementation aligned with firm and team perspectives.
  </li>
  <li>
   Take an active role in executing trades and conducting compliance reviews for new issues, secondary market transactions, and daily inflows/outflows.
  </li>
  <li>
   Partner closely with research analysts to identify, evaluate, and track credit opportunities, and work with traders to facilitate the execution of investment ideas.
  </li>
  <li>
   Oversee performance attribution and deliver detailed analyses to internal and external stakeholders, highlighting key drivers of relative performance across Core Bond strategies.
  </li>
  <li>
   Build, enhance, and maintain analytical models and monitoring tools that strengthen the portfolio management process.
  </li>
 </ul>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   Demonstrates initiative, accountability, meticulous attention to detail, and a consistently positive, self-driven mindset.
  </li>
  <li>
   Approaches investing with curiosity and brings strong critical‑thinking and problem‑solving capabilities.
  </li>
  <li>
   Possesses robust analytical and quantitative abilities, including advanced proficiency in Python and SQL; experience with data visualization platforms such as Tableau is an added advantage.
  </li>
  <li>
   Highly organized and proactive, with the ability to evaluate existing processes and identify opportunities for improvement.
  </li>
  <li>
   Communicates effectively and thrives in a collaborative environment, maintaining a committed, "roll‑up‑your‑sleeves" attitude.
  </li>
  <li>
   Ideally brings three to seven years of relevant, hands-on experience.
  </li>
 </ul>
</div>


Portfolio Analyst (Core Bond Team)

Babcock Power Inc.

<div><p>Thermal Engineering International (USA) Inc. is currently seeking a qualified Project Financial Analyst to support our project management and finance teams in delivering comprehensive financial analysis and reports. The successful candidate will be responsible for forecasting, budgeting, and analyzing project costs to ensure alignment with company objectives. This role is integral in providing financial insights that will guide key decision-making processes and enhance project performance. The Project Financial Analyst will monitor and analyze the financial plan on assigned contracts to ensure that the Project Team and Management are informed as to status and issues which can positively or negatively impact the overall revenue and margin plans and will support the Finance Department with business planning and forecasting of results.</p><p></p>
Key Responsibilities<ul><li>
Prepare and analyze project budgets, forecasts, and financial models to assist project teams in tracking financial performance.</li><li>
Conduct thorough variance analysis between projected and actual costs, providing insights and recommendations to stakeholders.</li><li>
Monitor project financial metrics and KPIs, ensuring projects adhere to financial guidelines and reporting requirements.</li><li>
Collaborate with project managers to compile and maintain accurate project financial records and reconcile discrepancies.</li><li>
Assist in the preparation of monthly financial reports, summarizing key project financial information for management review.</li><li>
Support internal and external audits by providing required documentation and financial data.</li><li>
Maintain a comprehensive understanding of project logistics and financial implications to provide timely and relevant support and advice.</li></ul><br>
<b>
Requirements</b><br>
<ul><li>
Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required.</li><li>
2-3 years of relevant experience in financial analysis, preferably in a project-based environment is preferred.</li><li>
Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.</li><li>
Proficiency in financial modeling and forecasting techniques.</li><li>
Advanced knowledge of financial software and Microsoft Excel is essential.</li><li>
Capable of using ERP system and various other database formats and running ad-hoc queries/reports.</li><li>
Excellent communication and interpersonal skills, with the ability to present findings and recommendations in a clear and concise manner.</li><li>
Ability to work collaboratively in a team environment and manage multiple priorities effectively.</li><li>
Familiarity with project management principles and methodologies is preferred.</li></ul><p></p><p>
Compensation: $80,000 - $95,000 annually DOE</p><b><br>
Benefits</b><p><br>
Click link to view a summary of our benefits. https://benefits.planyear.com/Z1ESv1fu/SalaryFTRecruiting</p></div>

Project Financial Analyst

The Hartford

<div>Portfolio Analyst - BA08CE<p>
We&rsquo;re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals &ndash; and to help others accomplish theirs, too. Join our team as we help shape the future.<br>
</p><p></p><p>Job Description</p><p>
Are you passionate about connecting strategy to execution and driving measurable business value? Join our dynamic Small Business IT Portfolio team as a Portfolio Analyst, where you&rsquo;ll combine expertise in technology, finance, and agile delivery to optimize portfolio performance. In this role, you will enable strategic alignment, ensure financial accountability, and foster a culture of continuous improvement through Lean Portfolio Management principles. You&rsquo;ll partner with leaders to prioritize investments, monitor key metrics, and support workforce planning&mdash;helping the organization deliver on its most critical initiatives with transparency and efficiency.</p><p>
Key Responsibilities</p><ul><li><p><b>
Strategic Alignment &amp; IT Execution:</b> Support alignment of portfolio initiatives with organizational strategy and business objectives, ensuring IT execution delivers measurable outcomes.</p></li><li><p><b>
Financial &amp; Investment Management:</b> Plan and monitor portfolio budgets, manage investment funding, and provide transparent financial reporting to enable informed decision-making.</p></li><li><p><b>
Agile Transformation &amp; Metrics:</b> Facilitate adoption of agile practices across the portfolio; track and interpret key metrics (e.g., backlog health, lead time, throughput) to measure progress and value delivery.</p></li><li><p><b>
Lean Portfolio Governance:</b> Assist in implementing lean governance principles to prioritize work, manage risk, and optimize resource allocation for maximum business impact.</p></li><li><p><b>
Workforce Strategy Optimization:</b> Contribute to workforce planning and analysis, ensuring the right skills and capacity are available to support strategic initiatives.</p></li><li><p><b>
Portfolio Operations:</b> Oversee day-to-day portfolio operations, including planning, monitoring, and coordination, to maintain delivery cadence and operational excellence.</p></li><li><p><b>
Vendor &amp; Compliance Management:</b> Support vendor contract oversight, invoice reconciliation, and ensure compliance with audit and regulatory requirements.</p></li><li><p><b>
Reporting &amp; Continuous Improvement:</b> Prepare portfolio health reviews, scorecards, and MOR materials; champion a culture of innovation and continuous improvement.</p></li><li><p><b>
Tool Integration &amp; Data Management:</b> Play an integral role in Agile reporting tools integration (e.g., Clarity, Rally) and maintain accurate data for portfolio insights.</p></li></ul><p>
Qualifications</p><ul><li><p>
1&ndash;3 years of IT portfolio management experience</p></li><li><p>
Familiarity with software development processes, including iterative and incremental methodologies.</p></li><li><p>
Proven experience managing financials and understanding IT financial management practices.</p></li><li><p>
Solid understanding of Agile and Scaled Agile frameworks</p></li><li><p>
Intermediate to advanced experience with MS Excel.</p></li><li><p>
Strong ability to influence and build effective partnerships across teams.</p></li><li><p>
Excellent communication skills&mdash;written, verbal, and presentation.</p></li><li><p>
Hands-on experience with Agile methodologies such as Scrum and Kanban.</p></li><li><p>
1 year of industry experience preferred.</p></li></ul><p>
This role will have a Hybrid work schedule, with the expectation of working in an office (Columbus, OH, Chicago, IL, Hartford, CT or Charlotte, NC) 3 days a week (Tuesday through Thursday).</p><p>
Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.</p><p></p><p><b><br>
Compensation</b></p><p>
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford&rsquo;s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:</p>
$79,200 - $118,800<p>
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age</p></div>

IT Portfolio Analyst

PSEG

<p></p><div><p><b>Date: </b>Mar 19, 2026
</p><p><b>Location:</b> Bethpage, NY, US
</p><p><b>Company: </b>LIPAPRD
</p><div><p><b>Requisition</b>: 82324</p>
<p><b>
PSEG Company</b>: PSEG Long Island</p>
<p><b>
Salary Range</b>: $ 93,600 - $ 148,200</p>
<p><b>
Work Location Category</b>: Hybrid Fixed</p>
<p>
We&rsquo;re one of the country&rsquo;s largest energy companies, with a vision of powering a future where people use energy more efficiently and it&rsquo;s safer and delivered more reliably than ever. We&rsquo;re also deeply connected to the communities we serve, with more than 13,000 employees working together to support our customers and make a difference every day.</p>
<p>
Here, you&rsquo;ll have the stability and exciting opportunities that come with being a Fortune 500 company &mdash; along with a supportive, friendly work environment where your contributions are valued. We know life isn&rsquo;t one-size-fits-all, and neither is work. That&rsquo;s why we offer flexible work options depending on the role.<br>
In support of this model, roles have been categorized into one of three work location categories:<br>
1. Onsite &ndash; roles where employees are expected to be onsite daily.<br>
2. Hybrid fixed &ndash; roles that are a mix of remote work and onsite work fixed days each week.<br>
3. Hybrid flexible &ndash; roles that are a mix of remote work and onsite work, but the onsite requirements have greater flexibility. (i.e. 5-8 days a month vs. set days each week).</p>
<p>
As an employee, if you are regularly scheduled to work 20 or more hours per week, you will have access to a wide range of comprehensive benefits designed to support your total well-being: medical, dental, vision, paternal leave and family leave programs, behavioral health programs, 401(k) with company match, life insurance, tuition reimbursement, and generous paid time off.</p>
<p>
More than 13,000 people already call PSEG their work home, taking pride in providing safe, reliable service to millions of customers. If you&rsquo;re looking for a place where you can build a meaningful career and help power and support our communities, we&rsquo;d love to welcome you to the team.</p>
<p>
PSEG is not offering visa sponsorship for this position.</p><div><div><div><div><b>
Job Summary</b></div>
</div><div><div>
The Lead Project Controls Analyst provides portfolio level financial and performance analysis for the organization&rsquo;s capital project programs. This role supports the PMO by overseeing portfolio reporting, financial forecasting, and monitoring across the capital projects portfolio.<br>
<br>
The position serves as a subject matter expert for portfolio analytics and reporting and provides technical leadership and guidance to Project Controls Analysts and project teams. The role works closely with PMO leadership, Finance, and Project Managers to ensure accurate forecasting, reporting consistency, and improved visibility into portfolio performance.<br>
<br>
The successful candidate will drive improvements in portfolio reporting processes, data integrity, and financial analysis to support effective decision-making across the capital portfolio.</div></div></div><div><div><div><b>
Job Responsibilities</b></div>
</div><div><ul><li>Lead portfolio-level financial analysis across capital projects including budget performance, forecasting, and variance analysis.</li>
<li>Prepare and maintain monthly capital portfolio reporting including executive summaries, dashboards, and performance metrics.</li>
<li>Analyze project financial data including budgets, commitments, actual costs, and forecasts to identify trends, risks, and variance drivers.</li>
<li>Support development and maintenance of portfolio financial forecasts and capital spending projections.</li>
<li>Ensure consistency and accuracy of project financial data across systems including SAP, PTS, and other reporting tools.</li>
<li>Coordinate with Project teams to validate project forecasts and cost projections.</li>
<li>Develop portfolio dashboards and reporting tools used by PMO leadership to monitor capital program performance.</li>
<li>Provide guidance to Project Controls Analysts regarding financial analysis, reporting standards, and forecasting methodologies.</li>
<li>Support capital planning activities including budget development, carryover planning, and portfolio performance reviews.</li>
<li>Assist with Construction Work in Progress (CWIP) monitoring and reporting.</li>
<li>Identify opportunities to improve portfolio reporting processes, data quality, and financial transparency.</li>
<li>Support internal and external audit requests and ensure compliance with corporate financial controls and PMO reporting standards.</li>
<li>Lead portfolio-level analysis of capital funding reallocations (&ldquo;puts and takes&rdquo;) to optimize capital utilization and maintain alignment with approved budgets and spending plans.</li>
<li>Provide storm restoration support as required by the Emergency Restoration Organization.</li>
</ul></div></div><div><div><div><b>Job Specific Qualifications</b></div>
</div><div><ul><li>Bachelor&rsquo;s Degree in Engineering, Finance, Accounting, Business, Construction Management, or related discipline</li>
<li>Minimum 7 years of experience in project controls, capital project financial analysis, or portfolio reporting</li>
<li>Strong analytical and financial modeling skills</li>
<li>Advanced proficiency with Microsoft Excel and data analysis tools</li>
<li>Experience with SAP, PTS, or similar project financial systems</li>
<li>Strong understanding of capital project budgeting, forecasting, and variance analysis</li>
<li>Strong communication skills with the ability to present financial information to leadership</li>
<li>Ability to work across multiple organizations and manage competing priorities</li>
<li>Compliance with the Department of Energy's regulation 10 CFR 810 is required</li></ul><br>
<div></div>
<div>
Desired</div>
<ul><li>Utility industry experience</li>
<li>Experience supporting capital project portfolios or PMO reporting functions</li>
<li>Knowledge of electric transmission and distribution operations</li>
<li>Experience developing executive dashboards and portfolio performance reporting</li>
<li>Knowledge of CWIP, capital financial reporting, and project lifecycle cost management</li>
<li>Experience using SQL, Power BI, Tableau or other data analytics tools for querying project data and developing portfolio dashboards and reporting solutions</li>
</ul></div></div></div><div>
Some positions at PSEG require access to information covered by the Department of Energy&rsquo;s regulation 10 CFR 810 (Part 810). If applicable, the successful applicant must prove they are: (1) a citizen or national of the USA; OR (2) a lawful permanent resident of the United States (Non-Conditional Permanent I-551 / Green Card / Permanent Resident Card holder); OR (3) a citizen, national, or permanent resident of a &ldquo;Generally Authorized&rdquo; destination on the attached list and not also a citizen, national, permanent resident of any country not listed; OR (4) a &ldquo;Protected Individual&rdquo; under the Immigration and Naturalization Act (8 U.S.C 1324b(a)(3)).</div><div><br>
As an employee of PSEG Long Island, you should be aware that during storm/outage restoration efforts, you may be required to perform functions different from normal operations and work extended hours beyond your regular work schedule. You may also be required to work on premise or in an alternate location as directed by the company.</div><br>
<div></div>
<div>
For all roles, PSEGLI&rsquo;s drug and alcohol testing program includes pre-employment testing, testing for cause, and post-incident/accident testing.<br>
Employees who are hired or transfer into a federally regulated role (including positions covered by USDOT, PHMSA, or NRC regulations) are subject to random drug and alcohol testing, inclusive of marijuana. Although numerous states throughout the country have legalized marijuana/cannabis products recreationally and medically, the use of these products are prohibited for employees in federally regulated roles. Please note that the use of CBD products may result in a positive drug test for THC/Marijuana and such use is not a legitimate medical explanation for a positive result.</div><div><br>
If you are a current PSEG employee and offered an opportunity with PSEG Long Island, you will be treated as a new hire. Please note that as a new hire to the Long Island subsidiary, your benefits will change and generally will be consistent with other similarly situated PSEG Long Island new hires. Similarly, for PSEG Long Island employees who accept job opportunities with PSEG or any of its subsidiaries (other than PSEG Long Island), their benefits will change and generally be consistent with other similarly situated new hires of that company.</div><div><br>
PSEGLI is an equal opportunity employer, dedicated to a policy of non-discrimination in employment, including the hiring process, based on any legally protected characteristic. Legally protected characteristics include race, color, religion, national origin, sex, age, marital status, sexual orientation, disability or veteran status or any other characteristic protected by federal, state, or local law in locations where PSEG employs individuals.<br>
PSEGLI is committed to providing reasonable accommodations to individuals with disabilities. If you have a disability and need assistance applying for a position, please call 973-430-3845 or email accommodations@pseg.com.<br>
If you need to request a reasonable accommodation to perform the essential functions of the job, email accommodations@pseg.com. Any information provided regarding a disability will be kept strictly confidential and will not be shared with anyone involved in making a hiring decision.</div><div><br>
ADDITIONAL EEO INFORMATION (Click link below)<br>
Know your Rights: Workplace Discrimination is Illegal</div><br>
<p><br>
<b>Nearest Major Market: </b>New York City</p></div></div><p></p>

Lead Portfolio Analyst

Geode Capital Management

<div><div>Geode Capital Management, LLC is seeking an experienced <b>Senior Portfolio Analyst</b> with a technology focus on the Performance &amp; Analytics Team. This role will assist with the architecture, development, and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Manager, Portfolio Analytics, this role will partner with Portfolio Analysts, Quantitative Analysts and technology teams to design, implement and enhance technological solutions towards delivering advanced analytics and interactive dashboards. This effort will advance the team&rsquo;s role towards Geode&rsquo;s overall Investment and Risk management.</div>
<div>This is a hybrid work environment opportunity located in Boston, MA with a weekly in-office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.</div>
<div></div><div><b>Responsibilities:</b></div>
<ul><li>Lead modernization of research and portfolio analytics data, establishing scalable, history‑aware foundations and data products supporting quantitative research, back testing, performance analysis across the platform.</li>
<li>Own data quality and readiness of our analytical tools end‑to‑end, defining standards for accuracy, lineage, versioning, performance to ensure outputs remain high quality and decision‑ready for IM stakeholders.</li>
<li>Drive analytics and quantitative solutions to deliver prescriptive insights, predictive root‑cause analysis, translating outputs into real‑world context, partnering closely with Portfolio Analytics, Data, Technology to modernize workflows, scale adoption across the business.</li>
<li>Own improvement of the team&rsquo;s Python codebase by building shared libraries, increasing Snowflake adoption; optimizing performance, plus buildout of Tableau dashboards.</li>
<li>Serve as a liaison to technology to ensure tools, processes, and practices align with firmwide requirements, best‑practice standards.</li>
<li>Build and maintain interactive dashboards, visualizations using Python, SQL, Tableau to deliver clarity, accuracy, and actionable insights.</li>
<li>Lead data‑infrastructure modernization initiatives, drive automation, implement best practices in governance, security.</li>
<li>Mentor junior analysts, foster a culture of innovation, technical excellence, and continuous learning.</li>
<li>Partner with technology and business teams to ensure alignment, clear communication, and effective prioritization of analytics initiatives.</li>
<li>Promote standardization, scalability, consistency, and reliability across analytics solutions enterprise‑wide.</li>
</ul><div><b>Skills You Bring:</b></div>
<ul><li>6+ years of experience in data analytics, data engineering, or a related technology-focused role within the equity asset management industry</li>
<li>Advanced proficiency in Python, SQL and Tableau/PowerBI</li>
<li>Demonstrated hands-on experience with cloud data platforms (Snowflake, AWS, Azure, or GCP)</li>
<li>Expertise in building and optimizing large-scale data models, working with structured and unstructured data</li>
<li>Strong background in data visualization and BI tools (Tableau, Power BI, or similar), with a portfolio of impactful dashboards and analytics solutions</li>
<li>Experience with statistical analysis is a plus</li>
<li>Understanding the Investment Management process/life cycle is a plus</li>
<li>Excellent problem-solving skills, with the ability to translate ambiguous business questions into clear technical solutions</li>
<li>Strong organizational and project management skills, with a track record of delivering high-quality analytics under tight deadlines</li>
<li>Effective communicator, able to explain complex technical concepts to both technical and non-technical audiences</li>
<li>Passion for technology innovation, intellectual curiosity, and a collaborative, team-oriented mindset</li>
</ul><div><b>Company Overview:</b></div>
<div>Founded in 2001, Geode is headquartered in Boston&rsquo;s financial district, the center of one of the world&rsquo;s most vibrant finance and technology hubs and employs approximately 200 employees.</div>
<div></div><div>Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.</div>
<div></div><div>Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.</div>
<div></div><div>Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.</div>
<div></div><div>Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.</div></div><div></div>

Senior Portfolio Analyst

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