Portfolio Analytics Tools

Hello Everyone,

I recently just joined an index/portfolio analytics company that specializes in providing robust data and platforms to help AOs, HFs, MFs, AMs, etc. and their investment teams to make informed investment decisions, more specifically in multi asset class portfolios with factor based strategies.

We have a pretty diverse product suite that has a variety of use cases, however, I am trying to discover a few things:

-what analytic software to funds commonly use for their investment research? -what type of application or data provides the most value for investment teams?

Any thoughts?

1 Comments
 

Nam perspiciatis excepturi laudantium sunt voluptatem hic omnis accusamus. Consectetur consequatur officia odio sint. Deleniti maiores laudantium ullam quo architecto qui. Autem sint omnis voluptatibus.

Tenetur pariatur amet quibusdam recusandae aperiam sapiente et. Qui ab optio libero ipsum alias enim eius. Consequuntur vel atque et iusto quisquam iusto. Quia sed voluptas consequatur et dicta illo dolores.

Aut cupiditate aut amet eum possimus. Earum deleniti saepe in. Eligendi sunt sunt id voluptas et. Voluptas amet laborum similique deleniti veritatis.

Vitae nihil eius molestias consectetur rerum. Minus vitae aut magni provident est dicta architecto.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (77) $151
  • Intern/Summer Analyst (71) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”