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Portfolio Analytics Associate – Hybrid / Boston, MA
Our client, a global professional services organization within the financial services industry, is seeking a Portfolio Analytics Associate to support a team focused on portfolio data, performance tracking, and internal reporting. This role provides hands-on exposure to analytical workflows, stakeholder coordination, and project-based support in a collaborative office environment.
Responsibilities
- Support routine communication with external partners and internal stakeholders
- Collect, review, and input data and documentation into internal systems
- Monitor data submissions and follow up on outstanding or unclear information
- Assist with ongoing reporting activities and analytical tasks
- Provide general project and operational support to the broader team
Qualifications
- Related academic or internship experience
- Currently pursuing a Bachelor’s degree in business, finance, or a related field (preferred)
- Familiarity with basic financial or investment concepts a plus
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