Investment Performance Analyst
- Manage the daily, monthly and quarterly reporting of investment performance
- Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
- Run and analyze performance attribution, providing commentary and insights on observations
- Calculate and analyze portfolio fundamental characteristics
- Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
- Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
- Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
- Participate and lead special initiative projects as needed
- Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications
- Bachelor's degree in economics, finance, statistics or equivalent
- Progress towards CIPM, CFA is a plus
- At least 5-7 years' relevant experience
- Knowledge of GIPS and performance measurement concepts
- Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
- Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
- Microsoft Office Proficiency (Word, Excel, Outlook)
- Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
- Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills
- Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
- Effective organizational skills; with the ability to focus on details within the context of the overall goals
- Self-starter with motivation to develop new insights, and ideas to enhance current procedures
- Strong leadership skills with the ability to train and motivate junior team members
- Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
- Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
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