Results Analyst

  • location: Los Angeles, CA
  • type: Contract
  • salary: $51.98 per hour
easy apply

job description

Results Analyst

job summary:
My Client is currently looking to hire a Results Analyst to support Information and Insights (I&I) which is a global operational team with locations in Los Angeles, Irvine, London, and Singapore.

Looking for someone who is experienced in Performance Measurement & attribution experience with the added bonus of technical skills

The department is responsible for delivering accurate and timely results data to the Investment Group (Portfolio Managers and Research Analysts), Marketing, clients, shareholders, and other teams.

I&I also supports enterprise wide initiatives and strategic objectives. One of these initiatives is developing new product offerings to make client's investment strategies accessible to a broader set of investors - for example, offering existing American Funds investment strategies outside of the US mutual fund market.

The Results Analyst will support very detailed Equity attribution and analysis including but not limited to: Reporting holding place analysis, portfolio concentration, similar and how different they are, similar returns, attribution analysis- where, why there are discrepancies? where are they coming from - are they operational processes? Trading? Will do detailed Investigations with other departments and report on findings. Currently the process is very manual for analysis and reporting so need to have strong knowledge in Excel and technical knowledge of programming in SQL - extract and manipulate data to do analysis.

 
location: Los Angeles, California
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 5 Years
 
responsibilities:
  • Support very detailed Equity attribution and analysis including but not limited to: Reporting holding place analysis, portfolio concentration, similar and how different they are, similar returns, attribution analysis- where, why there are discrepancies? where are they coming from - are they operational processes? Trading?
  • Will do detailed Investigations with other departments and report on findings. Currently the process is very manual for analysis and reporting so need to have strong knowledge in Excel and technical knowledge of programming in SQL - extract and manipulate data to do analysis.
  • Performance measurement - calculating, validating, maintaining, and interpreting portfolio results for retail mutual funds, institutional accounts, Portfolio Managers, Research Analysts, and composites
  • Performance evaluation - portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration, portfolio turnover, etc.)
  • Analytics and risk analysis - calculation and interpretation; setting and monitoring alerts
  • Client support - explaining calculations, researching issues, and fulfilling ad hoc requests
  • Presentation - delivering analytical presentations that target internal and external clients
  • Project support - partnering with other business units, our Information Technology Group, or external vendors
  • Systems analysis - troubleshooting issues, researching transaction posting, or evaluating how to process and report new investment types
  • Data analysis - validating and integrating data from multiple platforms or products to build custom exhibits; using SQL to pull and manipulate data
  • Process optimization - developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks
  • Programming - automating processes or developing new analyses (e.g., VBA, R, MATLAB, etc.)
 
qualifications:
Qualifications:

Candidates are preferred to have a Bachelor's degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field. Candidates should also have:

- Experience with, Equity and/or Fixed Income/Multi Asset; preferably with attribution and portfolio analysis

- Experience with programming languages and/or industry tools strongly preferred

- Excellent problem solving skills, intellectual curiosity and ability to analyze data and processes

- High service orientation, integrity, and ownership of work

- Strong communication skills, interpersonal savvy and ability to work effectively in a team environment

- Excellent MS Excel skills (e.g., functions, charting, and pivot tables)

Will support very detailed Equity attribution and analysis including but not limited to: Reporting holding place analysis, portfolio concentration, similar and how different they are, similar returns, attribution analysis- where, why there are discrepancies? where are they coming from - are they operational processes? Trading? Will do detailed Investigations with other departments and report on findings. Currently the process is very manual for analysis and reporting so need to have strong knowledge in Excel and technical knowledge of programming in SQL - extract and manipulate data to do analysis.

Requirements:

Super detail oriented

Problem solver

Intellectual curiosity

Equity Attribution and analysis

Strong communication

Portfolio performance and Equity attribution and/or fixed income

FactSet or B-one - attribution and analysis tools

SQL for reporting (extract and manipulate data.

Click to Apply

 
skills: Financial Reporting - SEC
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

easy apply

get jobs in your inbox.

sign up
{{returnMsg}}

related jobs

    Business Systems Analyst

  • location: Los Angeles, CA
  • job type: Contract
  • salary: $55 - $65 per hour
  • date posted: 1/23/2020


    Quality Assurance Analyst

  • location: Burbank, CA
  • job type: Contract
  • salary: $35.41 - $39.84 per hour
  • date posted: 12/23/2019