Geode Capital Management LLC is seeking an experienced Senior Portfolio Analyst with a technology focus on the Performance & Analytics Team. This role will assist with the architecture development and optimization of data-driven solutions in support of the various analytical efforts that help measure how efficiently our portfolios track their benchmarks. Reporting to the Manager Portfolio Analytics this role will partner with Portfolio Analysts Quantitative Analysts and technology teams to design implement and enhance technological solutions towards delivering advanced analytics and interactive dashboards. This effort will advance the teams role towards Geodes overall Investment and Risk management. This is a hybrid work environment opportunity located in Boston MA with a weekly in-office schedule of Tuesdays Wednesdays and Thursdays and remote work availability on Mondays and Fridays.
Responsibilities
Lead modernization of research and portfolio analytics data establishing scalable history-aware foundations and data products supporting quantitative research back testing performance analysis across the platform.
Own data quality and readiness of our analytical tools end-to-end defining standards for accuracy lineage versioning performance to ensure outputs remain high quality and decision-ready for IM stakeholders.
Drive analytics and quantitative solutions to deliver prescriptive insights predictive root-cause analysis translating outputs into real-world context partnering closely with Portfolio Analytics Data Technology to modernize workflows scale adoption across the business.
Own improvement of the teams Python codebase by building shared libraries increasing Snowflake adoption optimizing performance plus buildout of Tableau dashboards.
Serve as a liaison to technology to ensure tools processes and practices align with firmwide requirements best-practice standards.
Build and maintain interactive dashboards visualizations using Python SQL Tableau to deliver clarity accuracy and actionable insights.
Lead data-infrastructure modernization initiatives drive automation implement best practices in governance security.
Mentor junior analysts foster a culture of innovation technical excellence and continuous learning.
Partner with technology and business teams to ensure alignment clear communication and effective prioritization of analytics initiatives.
Promote standardization scalability consistency and reliability across analytics solutions enterprise-wide.
Skills You Bring
6 years of experience in data analytics data engineering or a related technology-focused role within the equity asset management industry
Advanced proficiency in Python SQL and TableauPowerBI
Demonstrated hands-on experience with cloud data platforms Snowflake AWS Azure or GCP
Expertise in building and optimizing large-scale data models working with structured and unstructured data
Strong background in data visualization and BI tools Tableau Power BI or similar with a portfolio of impactful dashboards and analytics solutions
Experience with statistical analysis is a plus
Understanding the Investment Management processlife cycle is a plus
Excellent problem-solving skills with the ability to translate ambiguous business questions into clear technical solutions
Strong organizational and project management skills with a track record of delivering high-quality analytics under tight deadlines
Effective communicator able to explain complex technical concepts to both technical and non-technical audiences
Passion for technology innovation intellectual curiosity and a collaborative team-oriented mindset
Company Overview
Founded in 2001 Geode is headquartered in Bostons financial district the center of one of the worlds most vibrant finance and technology hubs and employs approximately 200 employees. Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes with over 1.5 trillion. With a robust infrastructure and experienced investment professionals Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Our compensation philosophy is designed to attract motivate and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary variable compensation and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role experience education and skillset. Our benefits program is designed to support employees both professionally and personally offering comprehensive health coverage 401k matching annual profit sharing paid parental leave and generous time off. We also provide tuition and certification reimbursement student loan support fitness reimbursement commuter subsidy charitable donation matching family care assistance including a backup care benefit adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode. Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.comcareers.