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Princeton University · 5 hours ago

Portfolio Analytics Analyst

Princeton, NJ

Full-time

Onsite

Mid Level

$140K/yr - $165K/yr

3+ years exp

Princeton University is seeking a Portfolio Analytics Analyst to join Princo, an innovative leader in investment management. The role focuses on building a new Portfolio Reporting & Analytics function, enhancing transparency and efficiency through data analysis and reporting for the University’s Endowment.

AlumniEducationHigher EducationUniversities

Growth Opportunities

Responsibilities

Support the transition of reporting responsibilities from the Investment Team to the new Portfolio Reporting & Analytics function

Develop and maintain recurring internal reports and dashboards

In partnership with the Technology Team, contribute to the design and implementation of new reporting systems (e.g., Microsoft Fabric, Power BI) and workflow automation, including the use of low-code tools

Ensure consistency and accuracy across data sources and reporting tools

Maintain formatting standards and templates for recurring reports

Identify opportunities to streamline processes and enhance data quality

Analyze and interpret relevant investment data, including portfolio positions, transactions, and performance

Extract, organize, and maintain data from financial statements, FactSet, Bloomberg, Cambridge Associates, and other relevant sources

Respond to ad hoc requests for data, analysis, and reporting from senior leadership, Investment Staff, Operations, or other University stakeholders

Prepare and coordinate materials for Board and Trustee meetings

Collaborate across teams to ensure accuracy, alignment, and thoughtful communication

Qualification

Financial data analysisInvestment performance metricsReporting tools proficiencyProcess improvementPortfolio management experienceAttention to detailWritten communicationVerbal communicationInterpersonal skillsCollaborative mindset

Required

Experience analyzing and interpreting financial data and presenting it in a meaningful, actionable way for senior stakeholders (e.g., Board, Trustees)

Understanding of investment performance metrics, portfolio analytics, and financial statements

Demonstrated ability to improve processes and implement new tools or systems

Proficiency in Excel, Word, and PowerPoint; familiarity with data visualization and reporting tools (e.g., Power BI, Tableau, Microsoft Fabric)

Comfort using low-code or automation tools to enhance efficiency and reporting workflows

Experience with portfolio management and financial data platforms (e.g., FactSet, Bloomberg)

Exceptional attention to detail, organization, and follow-through

Excellent written and verbal communication skills, including experience preparing materials for senior stakeholders

3–5 years of related professional experience in investment reporting, investor relations, or a related analytical role

Bachelor's degree or equivalent experience required