Coda Search│Staffing · 1 week ago
Portfolio Research & Data Analytics (Alternative Investments)
NYC Metro Area
Full-time
Onsite
Mid, Senior Level
$115K/yr - $175K/yrCoda Search is a staffing firm representing a leading Buy-Side Fund based in NYC, seeking a Senior Associate for their Portfolio Analytics Team. The role involves analyzing market data, providing actionable insights, and enhancing the firm's risk monitoring process using advanced data analysis tools like Python and SQL.
ConsultingRecruitingStaffing Agency
Responsibilities
Review and analyze portfolio/market data, benchmark performance and risk statistics (advanced Python and Excel)
Conduct in-depth analysis of financial market data using Python/SQL, providing actionable recommendations
Provide data-driven Insights for Leadership team
This role will be responsible for continuously enhancing firm's risk monitoring process
Prepare financial models and data using specialized tools; SQL/PYTHON
Partner with executive leadership to deliver actionable insights through dashboards and reports, supporting the development of innovative, market-leading solutions
Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
Provide various ad hoc data research and analysis as needed
Qualification
Required
Bachelor's Degree required
Advanced Proficiency in PYTHON/SQL
Outstanding communication skills, proven ability to effectively work with all levels of Management
Comfortable working in a fast-paced, dead-line driven dynamic environment
Innovative and creative thinker
Must be detail oriented
Preferred
CFA or CFA in progress preferred
Technical knowledge using market data analytics tools (Factset/Bloomberg/IDC etc) and prior experience using CRMs (Salesforce)
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase