- Company Name
- Atlantic Group
- Job Title
- Data Reporting Analyst
- Job Description
-
**Job title**: Data Reporting Analyst
**Role Summary**: Support the Chief Investment Officer by creating and maintaining high‑quality analytics, dashboards, and reports that monitor investment strategies, portfolio performance, risk metrics, and operational KPIs for a leading alternative investment manager.
**Expactations**:
- Build and maintain interactive dashboards that evaluate fund performance, portfolio exposures, risk measures, and process KPIs.
- Automate recurring reporting, ensuring data integrity, consistency, and transparency.
- Document data sources, methodologies, and reporting logic for auditability.
- Present quantified findings to the CIO and senior management, translating results into strategic insights.
**Key Responsibilities**:
- Design, develop, and update dashboards (Tableau, Power BI, Plotly, etc.) to visualize performance, risk, and portfolio characteristics.
- Calculate portfolio and risk metrics including volatility, drawdowns, correlations, expected shortfall, factor sensitivities, and other foundational measures.
- Source, clean, and structure datasets from multiple systems; integrate data pipelines to support analytics.
- Automate data extraction, transformation, and loading (ETL) processes for recurring reports.
- Maintain comprehensive documentation for datasets, analytic workflows, and reporting logic.
- Communicate insights through written reports, visualizations, and live presentations to the CIO and senior leadership.
**Required Skills**:
- Proficient in Python (data manipulation, statistical analysis, automation).
- Proficient in SQL (data extraction, joining, aggregation).
- Strong quantitative reasoning; familiarity with portfolio construction, exposure analysis, and risk measurement.
- Ability to clean and validate datasets from heterogeneous sources.
- Excellent written communication; ability to distill complex quantitative findings into clear, actionable narratives.
- Skilled in designing effective dashboards, charts, and visual representations.
- Familiarity with dashboarding tools (Tableau, Power BI, Plotly) is a plus but not mandatory.
**Required Education & Certifications**:
- Bachelor’s degree (or higher) in Finance, Economics, Statistics, Engineering, Computer Science, or a related quantitative discipline.
- No mandatory professional certifications required.
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New york city, United states
Hybrid
27-12-2025