Portfolio Analytics Specialist
About the job
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring analytically driven problem solvers who want to help shape the future of investment technology.
This is not a traditional investment analyst role focused on pitching stocks or building static models. Our Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software.
If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk.
Responsibilities
Lead onboarding and implementation projects for hedge funds and asset managers using Arcana’s portfolio intelligence platform
Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
Clearly communicate analytical insights and platform functionality to sophisticated institutional users
Requirements
2–5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution
Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts
Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients
Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
Highly organized, detail-oriented, and comfortable operating in a fast-paced environment
Ability to work cross-functionally with clients, product managers, engineers, and data teams
Qualifications
Bachelor’s or Master’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
Strong academic performance, 3.7+ GPA
Experience with Excel and analytical tools required
Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
Experience with Python, SQL, or other analytical/programming tools is beneficial but not required
CFA, FRM, or related certifications are a plus
Open to New York, Chicago, or Remote
Apply To This Job
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring analytically driven problem solvers who want to help shape the future of investment technology.
This is not a traditional investment analyst role focused on pitching stocks or building static models. Our Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software.
If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk.
Responsibilities
Lead onboarding and implementation projects for hedge funds and asset managers using Arcana’s portfolio intelligence platform
Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
Clearly communicate analytical insights and platform functionality to sophisticated institutional users
Requirements
2–5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution
Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts
Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients
Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
Highly organized, detail-oriented, and comfortable operating in a fast-paced environment
Ability to work cross-functionally with clients, product managers, engineers, and data teams
Qualifications
Bachelor’s or Master’s degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
Strong academic performance, 3.7+ GPA
Experience with Excel and analytical tools required
Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
Experience with Python, SQL, or other analytical/programming tools is beneficial but not required
CFA, FRM, or related certifications are a plus
Open to New York, Chicago, or Remote
Apply To This Job