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Analyst, Capital Allocation
Arrow Global Group. Assist with responses to investor queries surrounding the portfolio and performance, engaging with external stakeholders as necessary .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills with a focus on data interpretation and risk assessment, utilizing advanced Excel and SQL capabilities to support investment performance monitoring and reporting. Capable of engaging with stakeholders and driving process improvements through autonomous and collaborative efforts.
Highest-signal resume keywords
SQL ExperienceAdvanced Excel SkillsData AnalysisRisk MitigationQuantitative Discipline
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ReportingPerformance MonitoringTrend AnalysisRisk AssessmentBusiness Forecasting
Soft Skills
Attention to DetailProblem SolvingSelf-MotivatedCollaborative WorkInitiative
Industry Keywords
Investment PerformanceStakeholder EngagementQuantitative AnalysisSTEM FieldsEconomicsFinance
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Assist with responses to investor queries surrounding the portfolio and performance, engaging with external stakeholders as necessary
- Support production and maintenance of data reporting for external investors and internal stakeholders
- Monitor performance of funds under management, investigate trends and risk factors, and identify areas requiring further analysis and risk mitigation
- Monitor investment performance and forward-looking investment pipeline, presenting findings and potential risk factors to internal stakeholders
- Perform special projects and analysis
- Support preparation of business plans and monthly estimates/forecasts
Requirements
What you’ll need- Strong academic background within a quantitative discipline, e.g. STEM fields, Economics, Finance or similar
- Comfortable working with large data sets, identifying and presenting key insights
- High degree of attention to detail, with ability to consolidate and interpret complex information from multiple sources
- Exceptional MS Office Excel skills
- Analytical mindset with ability to solve problems under pressure
- Ability to work autonomously and collaboratively
- Self-motivated and capable of using own initiative to drive improvements in business processes
- SQL experience