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IeqcapitalPortfolio Analytics

Associate, Portfolio Analytics

Foster Cityonsitejunior$70K – $98K

via Greenhouse

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About this role

The Role The Portfolio Analytics Associate will play a key role in managing the firm’s performance reporting system, Addepar, while collaborating directly with senior leadership on broader data-related initiatives. In addition to the day to day oversight of Addepar, this individual will identify project requirements, design solutions, and implement process improvements to support business objectives. Success in this role requires strong judgment, exceptional attention to detail, and a genuine passion for data and its impact on business operations. The Portfolio Analytics Associate must thrive both independently and as part of a collaborative team in a fast-paced, dynamic environment, with the ability to shift priorities in response to the teams’ and COO’s competing priorities.…

Read the full description on Ieqcapital's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Foster City. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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