Portfolio Analytics Specialist

Summary

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. The Portfolio Analytics Specialist will lead client onboarding and implementation projects, solve complex portfolio analytics challenges, and collaborate with clients, product, engineering, and data science teams to improve institutional investment workflows and software.

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

Skills

• * 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
• * 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
• Open to New York, Chicago, or Remote
• * 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

Qualifications

Must Haves

• * 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
• * 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
• Open to New York, Chicago, or Remote

Nice to Haves

• * 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

Benefits

• Remote work option