Fund Analyst

Westport , CT 06880

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Position Description


Our client who has found an exciting new way to partner with insurance organizations to create investment opportunities is seeking a new Fund Analyst. This position is open purely due to growth as they will be launching their 3rd fund starting with a $50MM portfolio investment. Top Must Have Skillsets:

1. 3+ Years of Advanced Excel Experience 2. 2+ Years Dashboard Building PowerBI using SQL Server 3. 3+ Years of Quantitative Analysis of Existing Funs to find Alpha 4. GPA of 3.5 or Higher from a Recognized and Accredited University Day to Day You will be building relationships with TPA's (Third Party Administrators and managing the TPA's. You will aggregate data from multiple sources and create dashboards/reports to be used to make decisions for individual fun investments. A successful candidate will be a highly focused self-starter who enjoys independent work, with minimal supervision, and being part of a small, entrepreneurial team. Experience with SQL and VBA will be a huge plus/must when it comes to building the Dashboards needed in PowerBI and other tools.

Type: Full-time
Pay: $90,000.00 per YEAR