Mondrian Alpha are working with a highly capitalised global asset manager as they continue to build out a newly established function focused on portfolio insight, data infrastructure, and reporting across a diverse, multi-asset portfolio. This is a newly created role sitting at the intersection of finance, data, and technology.
This is a broad, high-impact role covering the BAU portfolio monitoring work, as well as looking at how to enhance how portfolio data is sourced, structured, and delivered to the relevant stakeholders within the firm. You will work closely with investment teams, finance, data management/tech (based in NY) and portfolio companies to ensure data accuracy and consistency, while building scalable reporting infrastructure and supporting the underlying analytics environment and systems.
A key part of the remit is leveraging GenAI tools to improve efficiency and insight generation. You will design workflows to automate data collection, validation, and reconciliation, while contributing to the ongoing development of AI-enabled tools within the portfolio analytics platform.
Alongside this, you will be responsible for building dynamic, real-time reporting layers and dashboards, leveraging modern BI tools and emerging technologies to surface performance insights and trends.
We are looking to speak to candidates who have portfolio monitoring knowledge (either from consultancy firm or in-house) and have significant exposure to developing portfolio analytics and efficiency tools. You should be comfortable working with large datasets, engaging with stakeholders, and enjoy experimenting with the latest technology (e.g. Claud Code, Curser, etc).
This is a great time to join a a tech-enabled portfolio reporting function in a well established platform. The firm have a flexible working arrangement offering remote working, and have great benefits and a great salary package.
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