Portfolio Data Analyst
3 weeks ago
Job Title: Portfolio Data Analyst
About the Role:
Innova Solutions is seeking a skilled Portfolio Data Analyst to join our team. As a Portfolio Data Analyst, you will work closely with the finance and investment teams to ensure that budgets are managed efficiently and portfolios are performing optimally.
Key Responsibilities:
- Manage and analyze financial data to identify trends and discrepancies.
- Develop and maintain financial models to support budgeting and forecasting.
- Collaborate with the finance and investment teams to ensure alignment and optimal portfolio performance.
- Provide data-driven insights to support business decisions.
Requirements:
- Proficiency in Microsoft Excel, including advanced functions such as financial modeling and data analysis.
- Familiarity with financial statements and budget management tools.
- Strong analytical and communication skills.
- Ability to work in a fast-paced environment with tight deadlines.
Preferred Qualifications:
- Relevant experience in finance-related roles, particularly in budget management or portfolio analysis.
- Knowledge of financial software and presentation tools.
- Professional certifications such as CFA Level 1 or Certified Financial Analyst.
About Innova Solutions:
Innova Solutions is a leading provider of technology and business transformation solutions. We deliver strategic solutions to our clients, enabling them to operate as leaders within their fields.
Equal Opportunity Employer:
Innova Solutions is an equal opportunity employer and prohibits any kind of unlawful discrimination and harassment.
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