Portfolio Strategist

14 hours ago


Reston, Virginia, United States SymphonicHCM Full time

About the Role

We are seeking a skilled Portfolio Strategist to join our team in Seattle, Washington. This is a full-time, hybrid position with relocation assistance available for the right candidate.

Key Responsibilities

  • Design and build new reporting infrastructure in Power BI to optimize the end-user experience.
  • Train and mentor team members in technical concepts 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 and identify areas for improvement.
  • Partner with internal teams to enhance the firm's data quality control environment.

Requirements

  • Bachelor's degree in Finance, Data Science, Mathematics, Engineering, Economics, or a related field.
  • 5-8+ years of experience in performance reporting, portfolio analysis, or a similar role within the financial services industry.
  • Advanced skills in SQL, Excel, and Power BI.
  • Proven ability to maintain high accuracy and attention to detail.
  • Experience working with large data sets and the ability to explain the underlying story behind the numbers.


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