Associate, Portfolio Analytics at IEQ Capital in Foster City, CA

Summary: ieqcapital is seeking a Portfolio Analytics Associate to manage the firm’s performance reporting system, Addepar, while collaborating with senior leadership on data-related initiatives. The role involves overseeing platform functionality, developing performance reporting enhancements, and optimizing data integration across the firm's technology stack. Responsibilities: - Research and respond to performance-related questions from Partners and Client Service Associates - Manage the ongoing relationship with Addepar and oversee platform functionality - Collaborate with senior leadership to develop and release firm wide portfolio data and performance reporting enhancements - Partner with Research and Client Service teams to develop innovative solutions that enhance the client experience - Continuously evaluate and improve current processes to drive operational efficiency - Maintain and enhance the firm’s suite of performance reports that provide insight into portfolio performance - Support the delivery of a dynamic, engaging online client experience that deepens portfolio understanding - Monitor and analyze cash flow, asset allocation, performance, and risk metrics at multiple levels - Contribute to the development and maintenance of internal dashboards to drive firmwide insights and decision-making - Optimize data integration across platforms within the firm’s technology stack - Develop deep expertise in the firm’s data infrastructure and act as a subject matter expert Required Qualifications: - Quick learner and self-starter, with the ability to work effectively with minimal supervision - Exhibit a 'no task is too small' mindset - Passion for data and its impact on business practices - Ability to explain complex ideas with varying degrees of detail depending on the audience - Interest in performance measurement metrics and a passion for creating an exceptional client experience - Familiarity with general investing concepts, investment strategies and portfolio construction - High attention to detail and accuracy - Strong oral and written communication skills - Advanced data analysis and data visualization skills - Bachelor's Degree required - 0 – 2 years of relevant experience in data analytics, investment operations, data visualization, investment management, etc Preferred Qualifications: - Salesforce experience preferred but not required - Financial Services experience working with private equity and hedge fund investments preferred but not required - Addepar experience preferred but not required Required Skills: Addepar, Data analysis, Data visualization, Investment management, Salesforce, Performance measurement, Portfolio construction, Private equity, Hedge fund investments