Portfolio Analyst Job at Insight Global, Seal Beach, CA

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  • Insight Global
  • Seal Beach, CA

Job Description

Hybrid 3 days onsite in Seal Beach, CA

Required Skills & Experience

• Bachelor’s degree in a technical field like computer science, math, economics, or data science.

• Strong background in finance; MFE or CFA is a plus

• Proficient in SQL, VBA, and MS Excel

• Experience with data visualization tools like Tableau and Power BI.

Nice to Have Skills & Experience

• Experience with programming languages such as VBA, Python, R, C#, C++

• Ability to discuss IT projects/software development and experience working with IT teams

Job Description

Our client is seeking a VP of Portfolio Analytics is responsible for conducting monthly valuations and investor reporting, running cashflow projections, and managing data. They perform financial analysis, work closely with accounting, finance, and trade desks, and support internal deal-making. The role involves heavy modeling, adjusting assumptions, running scenarios, and revaluing assets monthly to inform investors. Programming skills are a plus, especially for building models and collaborating with IT teams. This is a permanent position sitting hybrid in Seal Beach, CA. The base salary range for this position is $130,000 - $160,000.

Compensation:

$130,000/yr to $160,000/yr.

Exact compensation may vary based on several factors, including skills, experience, and education.

Employees in this role will enjoy a comprehensive benefits package starting on day one of

employment, including options for medical, dental, and vision insurance. Eligibility to enroll in

the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this

role will have access to paid sick leave and other paid time off benefits as required under the

applicable law of the worksite location.

Job Tags

Permanent employment,

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