Note: The job is a remote job and is open to candidates in USA. Arcana is a portfolio intelligence platform for hedge funds and asset managers. The Portfolio Analytics Specialist leads client onboarding and implementation, resolves portfolio analytics challenges, and works with clients and internal teams to improve institutional investment workflows and software.

Responsibilities

• Lead onboarding and implementation projects for hedge funds and asset managers using Arcana’s portfolio intelligence platform
• Partner directly with portfolio managers, analysts, risk teams, and operations teams to understand workflows and analytical requirements
• Collaborate cross-functionally with product, engineering, and data science teams to improve analytics workflows and platform capabilities
• Troubleshoot client issues and drive resolution across analytical, operational, and technical domains
• Help shape product direction by identifying recurring client needs, workflow inefficiencies, and opportunities for automation
• Clearly communicate analytical insights and platform functionality to sophisticated institutional users

Skills

• 2–5 years of experience in a highly analytical, client-facing, or execution-oriented role within financial services, fintech, or investment technology
• Strong project ownership skills with the ability to independently manage initiatives from onboarding through execution
• Excellent analytical and problem-solving abilities, including comfort working with large datasets and financial concepts
• Strong communication and interpersonal skills, with the ability to explain complex analytical concepts clearly to institutional clients
• Familiarity with portfolio analytics concepts such as performance attribution, factor exposures, risk metrics, drawdowns, correlation, and volatility
• Demonstrated interest in financial markets, portfolio management, and institutional investment workflows
• Highly organized, detail-oriented, and comfortable operating in a fast-paced environment
• Ability to work cross-functionally with clients, product managers, engineers, and data teams
• Bachelor's or Master's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
• Strong academic performance, 3.7+ GPA
• Experience with Excel and analytical tools required
• Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms
• CFA, FRM, or related certifications
• Experience with Python, SQL, or other analytical/programming tools

Benefits

• Open to New York, Chicago, or Remote

Company Overview

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