Investment/Portfolio Analytics Associate

Saint Paul, Minnesota
Salary up to $100,000 per year plus benefits; dependent on skills and experience
02 Dec 2021
01 Jan 2022
Industry Sector
Asset Management
Employment Type
Full Time

Investment/Portfolio Analytics Associate

Duties and Responsibilities:

  • Manages the Consolidated Fundamental Database (CFD). The CFD is a repository of proprietary stock specific materials. Ensure data integrity and timeliness of the information contained there-in
  • Manages the Investment Research database in FactSet
  • Produces reports for the Investment Committee monthly meeting; prepares reports by collecting, analyzing, and summarizing information and trends, utilizing automation tools where appropriate
  • Produces ad-hoc reporting to support regulatory, compliance and marketing requests
  • Produces and reviews portfolio attribution reports
  • Assists with portfolio back-testing
  • Assists with ad-hoc research projects as assigned
  • Coordinates and schedules company management and sell-side analyst meetings 
  • Performs other related duties and special projects as assigned


  • Excellent verbal and written communications skills
  • FactSet expertise required, including FDS and FQL spreadsheet coding, OFDB database creation, Portfolio Analytics (PA) and Alpha Testing (AT)
  • Advanced experience in Excel required
  • Understanding and aptitude for capital markets in general and domestic equities in particular
  • Solid understanding of data analysis including where data comes from, how the data is used and how it is integrated and presented for consumption
  • Ability to work with little supervision in an unstructured environment, including decision-making and time management skills


  • Bachelor’s degree in finance, mathematics or equivalent required
  • 1-3 years’ experience in finance industry analysis role required
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