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Associate Portfolio AnalystVirtualVocations • Riverside, California, United States
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Associate Portfolio Analyst

Associate Portfolio Analyst

VirtualVocations • Riverside, California, United States
6 days ago
Job type
  • Full-time
Job description
A company is looking for an Associate, Portfolio Analysis. Key Responsibilities Prepare and maintain internal reports and dashboards on portfolio performance and liquidity Support investor reporting packages and aggregate capital account data Design automated solutions to enhance reporting and data validation processes Required Qualifications 3-5 years of experience in fund accounting, reporting, or alternative asset operations Advanced Excel skills, including Power Query and complex formula design Hands-on experience or interest in automating reporting processes using Power BI, VBA, Python, or SQL Strong understanding of accounting and private equity fund mechanics Ability to work independently and collaboratively within a team environment
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Associate Portfolio Analyst • Riverside, California, United States

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