Senior Analyst, Portfolio Analytics

The Senior Analyst, Portfolio Analytics role at Bellwether is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives.

Requirements

• Assist in monthly and quarterly analytical reporting processes;
• Actively engage and coordinate deliverables with Asset Management teams;
• Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;
• Compile aggregation and review of investment-level cash flows into fund models;
• Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;
• Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
• Lead compilation of responses for due diligence responses and review for accuracy;
• Communicate effectively with other groups within Bellwether to advance team projects/goals;
• Identify and implement process improvements;
• Perform ad-hoc financial analyses, including special projects, at the request of management.

Benefits

• Employer-paid Medical, Dental & Vision, with buy-up options available
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%, immediately vested
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties