Senior Analyst, Portfolio Analytics

Bellwether•El Segundo, CA

4d•Onsite

About The Position

Bellwether is seeking a Portfolio Analytics Senior Analyst to join our Portfolio Management Team. This role offers a unique opportunity to play an integral part in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders, gaining exposure to various asset classes and fundraising and marketing initiatives. This role will be critical in conducting portfolio analysis, creating new client reporting, and spearheading various production efforts across teams.

Requirements

Minimum 2-3 years of experience in financial services and/or real estate investment, and at least the same amount of time in an analytical role
Advanced Excel and PowerPoint skills
Strong analytical skills and detailed oriented
Proven ability to grasp new concepts, initiate ideas and implement new processes
Ability to work cross-functionally with different parts of the organization
Ability to manage and organize large amounts of data and communications
Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services
Self-directed, takes initiative and responsibility, ensures completion of tasks
Excellent verbal and written communication skills; strong listening and interpersonal skills
Highly effective at preparing and presenting information
Acts with honesty and integrity and maintains confidentiality, adheres to company policies
Promotes a collaborative and productive work environment
Demonstrates team building, support and respect
Ability to work independently, and prioritize duties to ensure timely completion
The ability to collaborate is also imperative
Requires active listening, critical thinking, making decisions, time management, as well as administration skills
Ability to interact in a courteous professional manner at all times
Regular, predictable attendance is required
All candidates must be able to prove eligibility to work in the United States.

Nice To Haves

Experience in Big Data Management, MRI and Tableau is a plus

Responsibilities

Compile investment-level financial information and assist in creating best-in-class investor relationships and marketing reports
Build, maintain and assist in automating analytical dashboards across multiple clients
Analyze and calculate portfolio-level metrics that will be used to provide KPIs across various client strategies (i.e., Opportunistic, Income, and Debt)
Actively engage and coordinate deliverables with Asset and Portfolio management teams
Assist with Due Diligence Questionnaires for client fundraising efforts
Create and develop marketing and investor reports for new clients