Performance Analyst, Finance & Banking

Responsibilities

• Calculate and verify portfolio returns and characteristics.
• Produce investment measurement reports that provide important insights into the performance of client portfolios.
• Calculate returns using custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from investment managers/recordkeepers.
• Generate portfolio characteristics.
• Verify dividends and capital changes.
• Interact with clients and consultants on report content.
• Check returns and analysis for content and reasonability.
• Respond to special requests.

• Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree.
• 0-2 years of professional work experience, preferably in finance or the investment industry. New college graduates are encouraged to apply.
• Be proficient in Microsoft Excel, Word, and Outlook.
• Excellent interpersonal, communication, and organization skills.
• Have a familiarity/interest in the institutional investment market.
• Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines.
• Be able to thrive in an unstructured environment.
• Resourceful and have a great deal of patience.
• Strong desire to learn and drive to excel.