Investment Analyst

• Produce and maintain scheduled and ad hoc reports related to portfolio and benchmark holdings, attribution, manager performance, peer rank, and characteristics
• Respond to client and prospect requests and conduct complex product analysis
• Automate deliverables and maintain data integrity through standardized processes for management, investment teams, marketing, and client service
• Leverage Fact Set PA, Fact Set SPAR, Bloomberg, eVestment, Morningstar Direct, and other third-party tools
• Provide technical assistance in identifying, evaluating, and developing systems and procedures that meet business requirements
• Partner with marketing on Seismic, the firm's content management system
• Produce and map existing data sources, create new data sources, write queries, and implement process improvements
• Lead projects and initiatives related to product data and the industry
• Analyze current processes, improve efficiency, and rebuild processes where needed
• Serve as a product specialist and primary owner of key investment analytics systems

• Bachelor's degree, preferably in finance, accounting, or a relevant field
• 2 or more years of performance measurement and/or analytical experience within the financial services industry
• Technical understanding of markets, securities, with fixed income a priority, portfolio construction, investment systems, performance, composites, and product analysis
• Excellent overall computer skills with demonstrated proficiency in several software packages
• Strong ability in Microsoft Excel, including VLOOKUPs, Pivot Tables, and Macros
• Competency with investment systems, data providers, and analytics tools
• Experience or familiarity with Seismic, Advent APX, Archer, Orion, Charles River, Fact Set, Bloomberg, CAPS, Snowflake, Morningstar Direct, eVestment, and Fact Set Analytics
• CIPM, CFA, or other industry professional designations desirable
• Strong written and verbal communication skills
• Ability to work accurately under pressure, meet deadlines, prioritize competing demands, and solve problems critically and creatively

Demonstrates expertise in performance measurement, investment analytics, and data management within the financial services industry, with strong proficiency in Microsoft Excel and various investment systems. Capable of leading projects, automating processes, and providing technical assistance to meet business requirements.

• Performance Measurement
• Investment Analytics
• Microsoft Excel Proficiency
• Data Management
• Project Leadership

• Performance Measurement
• Product Analysis
• Data Analysis
• Portfolio Construction
• VLOOKUP
• Pivot Tables
• Macros
• Process Improvement
• Query Writing
• Data Mapping

• Strong Communication Skills
• Problem Solving
• Ability to Work Under Pressure
• Time Management
• Critical Thinking

• CIPM
• CFA

• Financial Services
• Investment Systems
• Data Integrity
• Benchmark Holdings
• Manager Performance
• Peer Rank
• Attribution
• Fixed Income
• Composites
• Client Service

• Fact Set
• Bloomberg
• EVestment
• Morningstar Direct
• Seismic
• Advent APX
• Archer
• Orion
• Charles River
• Snowflake