---
title: 'Portfolio Analytics Specialist at Arcana Analytics'
canonical: 'https://feeny.ai/job/portfolio-analytics-specialist-arcana-analytics-new-york-v3md429mwjq8'
type: 'job'
last_seen: '2026-09-04'
---

# Portfolio Analytics Specialist at Arcana Analytics

- **Company:** Arcana Analytics
- **Location:** New York, NY
- **Posted:** 2026-05-17
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/arcanaanalytics/jobs/4250656009

## Job description

## About the job

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We’re rethinking the analytical infrastructure institutional investors rely on—and we’re hiring analytically driven problem solvers who want to help shape the future of investment technology.

This is not a traditional investment analyst role focused on pitching stocks or building static models. Our Portfolio Analytics Specialists work directly with clients, product, and engineering teams to onboard sophisticated investment firms, solve complex portfolio analytics challenges, and help build institutional-grade financial software.

If you enjoy owning projects end-to-end, working closely with institutional investors, and translating analytical problems into scalable workflows and tools, we’d love to talk.

## 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

## Requirements

- 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

## Qualifications

- 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 is a plus
- Experience with Python, SQL, or other analytical/programming tools is beneficial but not required
- CFA, FRM, or related certifications are a plus

Open to New York, Chicago, or Remote

## About Arcana Analytics

## Company Overview
- **One-liner**: Arcana provides a portfolio intelligence platform that enables institutional investors to analyze risk, decompose performance, and surface alpha through proprietary crowding, ownership, and factor datasets.
- **Entity Type**: Private (Series A)
- **Headquarters**: New York, New York, United States
- **Founded**: 2022
- **Founders**: Rich Falk-Wallace (CEO) and Siva Visakan Sooriyan (CTO)

## Core Business
- Primary industry/industries: Financial technology (FinTech), investment analytics, risk management
- Target customers: Institutional investors – hedge funds, asset managers, and portfolio managers (B2B, Enterprise)
- Mission or purpose statement: “Portfolio intelligence for hedge funds and asset managers — analyze risk, decompose performance, and surface alpha.”

## Products & Services
- **Risk Model Core**: Sophisticated fundamental equity factor risk models with parsimonious core factors and extensive custom factor library. Provides long- and short-horizon analysis and visibility. (SaaS)
- **Ownership, Crowding, & Performance Database**: Live short interest data, treasury holdings, and full idio/factor model for precise crowding and positioning insights. (Data feed / SaaS)
- **Optimization, Scenarios, Screening, & API**: Tools for building analytically‑constructed books, running scenario analysis, idea/hedge screening, and advanced API access. (SaaS + API)
- **Cross‑Market Synthesis**: Combines single‑stock options, implied earnings moves, macro exposures, consensus estimate revisions, and positioning to explain stock movement drivers. (SaaS)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding raised – $5.3M (CBInsights); Series A led by D1 Capital Partners and Abstract Ventures (LinkedIn notes additional investors including Duquesne (Stan Druckenmiller), Tiger Global, GoldenTree Asset Management, Ryan Roslansky, and Akshay Kothari)
- **Notable Investors/Partners**: D1 Capital, Duquesne, Tiger Global, Abstract Ventures, GoldenTree Asset Management, Ryan Roslansky (CEO LinkedIn), Akshay Kothari (COO Notion)
- **Growth Signals**: Headcount grew ~180% YoY to 194 employees. Active job postings increased +166.7% year over year (24 open roles). LinkedIn followers surged +3846.9% YoY. Expanding presence in India (Bangalore, Coimbatore) and Ecuador.

## Competitive Advantages
- Only provider combining live short‑interest data with full factor risk and idiosyncratic models for unprecedented crowding accuracy.
- Sophisticated factor models explain ~75% of large‑cap single‑stock moves, giving clients clarity on drivers vs. residual alpha.
- 20‑year factor model history and live intraday factor returns produce real‑time portfolio insights.
- Institutional backing and advisory from top‐tier investment firms and tech leaders.

## Strategic Focus
- Building AI agents that synthesize information across heterogeneous sources to deliver structured, actionable insights (multiple Senior AI Engineer roles posted).
- Expanding client coverage globally (hiring Accounts Director for Hong Kong/APAC) and deepening engineering talent in India.
- Scaling the platform to serve a broader set of institutional clients with optimization, scenario analysis, and API workflows.

## Why Work Here
- Rapidly growing startup (180% YoY headcount growth) with proven product‑market fit and prestigious investors.
- Hybrid/on‑site culture: roles in New York, Bangalore, and Coimbatore; about 46% of openings are hybrid, 50% on‑site, 4% remote.
- Exposure to cutting‑edge work in financial risk modeling, AI, and data engineering.
- Notable perks: working with proprietary datasets, direct impact on a product used by top hedge funds, and a collaborative “analytically driven” problem‑solving environment.
- Engineering culture emphasizes modern infrastructure, AI agents, and real‑time data pipelines.

## Sources
1. [arcana.io](https://www.arcana.io/)
2. [LinkedIn – Arcana Analytics](https://www.linkedin.com/company/arcanaanalytics)
3. [CBInsights – Arcana](https://www.cbinsights.com/company/arcana-1)
4. [Greenhouse Careers – Arcana Analytics](http://job-boards.greenhouse.io/arcanaanalytics)
5. [Jobera – Arcanaanalytics Careers](https://jobera.com/employer/arcanaanalytics/)

## Other roles at Arcana Analytics

- [Sales Director](https://feeny.ai/job/sales-director-arcana-analytics-hong-kong-3mq46kwt2bfd) — Hong Kong, China
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-arcana-analytics-new-york-041jtzkwv8nm) — New York, NY
- [Vice President, Analysts & Client Support](https://feeny.ai/job/vice-president-analysts-client-support-arcana-analytics-bengaluru-1ptk6z28eed7) — Bengaluru, India
- [Client Solutions Associate](https://feeny.ai/job/client-solutions-associate-arcana-analytics-new-york-cjabx1zp01mg) — New York, NY
- [Office Manager](https://feeny.ai/job/office-manager-arcana-analytics-bengaluru-8fr8hyfc6129) — Bengaluru, India
- [Senior AI Engineer — Inference & Agent Systems](https://feeny.ai/job/senior-ai-engineer-inference-agent-systems-arcana-analytics-united-states-q4ws5endktvs) — United States
- [Staff Frontend Engineer](https://feeny.ai/job/staff-frontend-engineer-arcana-analytics-bengaluru-pxn8scz249p5) — Bengaluru, India
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-arcana-analytics-india-5pfjws22fjrz) — India
- [Senior AI Engineer — Inference & Agent Systems](https://feeny.ai/job/senior-ai-engineer-inference-agent-systems-arcana-analytics-bengaluru-a2gtfsq4gpva) — Bengaluru, India
- [Staff Software Engineer (Data Platform)](https://feeny.ai/job/staff-software-engineer-data-platform-arcana-analytics-bengaluru-d58zrzt9hx34) — Bengaluru, India