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© All Rights Reserved. ApplyBlast.com
Credicorp Capital
The Portfolio Reporting & Business Management Analyst supports the regional Wealth Advisors and analysts team by consolidating and reporting on high-net-worth client portfolio performance. The role involves analyzing key business metrics such as AUM, Net New Money, and revenue, reconciling data across sources, and preparing management reports to support financial and strategic planning. The position also includes participating in strategic projects, ensuring data quality in portfolio management platforms, and proposing automation improvements.
Credicorp Capital es un holding financiero dedicado a la prestación de servicios financieros. Contamos con el respaldo de Credicorp Ltd.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Credicorp Capital.
Credicorp Capital didn’t post a salary, so this is our estimate from similar listings.