We are looking for a data driven candidate who will provide investment performance analysis and support to Portfolio Management, Marketing, Distribution, Investor Communications as well as internal consultants and other business partners. We seek a candidate who problem solves and takes initiative. The role requires a detailed individual who thrives in a deadline driven environment and is team-oriented and collaborative to deliver on work projects.
• Provide investment performance analysis and reporting for clients, portfolio management, distribution, marketing, research and other business partners across the company
• Calculate and compile investment performance and characteristics information required to populate consultant marketing databases and client reports
• Partner with Distribution and Marketing teams to prepare data for marketing presentations and requests for proposals (RFPs)
• Work closely with other members of Operations to create efficiencies, improvements and resolve upstream issues associated with performance returns
• Prepare and analyze daily performance reports for portfolios containing diverse assets classes for senior management
• Respond to internal/external ad hoc requests
• Perform project work as required
1-3 years of investment performance and/or investment accounting experience preferred • Pursuing CFA, CPA and/or CIPM designation preferred
Basic Qualifications • Bachelor’s degree required
- performance measurement (2 years of experience is preferred)
- investment performance (2 years of experience is preferred)
- Years of experience: 2 years
- Experience level:Experienced
Working hours: 8 AM - 4 PM
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