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Portfolio Analyst
1 month ago
Cascade Asset Management is seeking a highly skilled Portfolio Analyst to join our team. As a key member of our Portfolio Analysis, Asset Allocation, and Risk (PAAAR) Team, you will play a critical role in advancing our performance reporting infrastructure.
Key Responsibilities- Collaborate with Technology and PAAAR team members to design and build new reporting infrastructure in PowerBI, optimizing the end-user experience and ensuring the ongoing maintenance of these reports.
- Train and mentor team members in technical concepts (e.g., SQL, PowerBI) to strengthen team capabilities.
- Develop and maintain meaningful working relationships within the organization and externally to effectively address business needs.
- Learn the firm's existing performance and portfolio reporting infrastructure. Develop skills and understanding of portfolio data, including sources, potential errors, and correction techniques. Identify and recommend areas for improvement.
- Partner with internal teams to enhance the firm's data quality control environment.
- Identify and explain shifts in asset allocation and portfolio metrics. Provide market and portfolio insights and contribute topic ideas for client meetings.
- Bachelor's degree in Finance, Data Science, Mathematics, Engineering, Economics, or a related field is preferred. Progress toward a CFA designation or MBA is a plus.
- 5-8+ years of experience in performance reporting, portfolio analysis, or a similar role within the financial services industry.
- Intermediate to advanced skills in SQL, Excel, and PowerBI.
- Proven ability to maintain high accuracy and attention to detail with a low tolerance for errors.
- Experience working with large data sets and the ability to explain the underlying story behind the numbers.
- Excellent quantitative, research, problem-solving, and analytical skills.
- Outstanding communication and interpersonal skills with an empathetic approach.
- Ability to work both independently and collaboratively. Humble and flexible with a strong personal interest in markets and the institutional investment process.
- Working knowledge of multi-asset class portfolios is preferred. Familiarity with Bloomberg, iLevel, and BlackRock's suite of portfolio reporting tools is preferred.
Cascade Asset Management is committed to paying employees equitably for substantially similar work. A reasonable estimate of the current base salary range for this position is $140,000 to $160,000, with the exact amount driven by several factors including relevant experience, knowledge, education, degree to which a candidate meets the role requirements, and other qualifications.
We believe that our employees are the reason for our success, and in recognition of their contributions, we offer eligible employees a discretionary annual bonus and a discretionary long-term incentive program.
Cascade proudly supports our employees and their families with a comprehensive fully paid benefits package, including medical, dental, vision, life, AD&D, long-term disability insurance, and a generous employer match to 401(k) retirement savings contributions.
Employees are also eligible for 18 days of paid vacation each year for the first four years of employment, eight paid holidays, up to three floating holidays per year, up to 14 days of sick leave, and generous paid parental and family leave.
Our benefits also include several employee wellness programs and mental health resources, a charitable giving match, and reimbursement for fitness, daycare, and/or commuter expenses.
