Portfolio Performance Analyst

This range is provided by Mission Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$35.00/hr - $40.00/hr

Direct message the job poster from Mission Staffing

Our client, a well-established investment manager in Midtown, NY, is seeking to hire a Performance and Composite Analyst for their Portfolio Reporting Team. Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with 3-5 years' experience in Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel.

Previous working experience in Aladdin and/or Bloomberg is preferred.

Responsibilities Include
:

• Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft Excel
• Retrieving data and reviewing disclosure to support the firm's GIPS verification process
• Calculating monthly GIPS composite dispersions

Requirements
:

• 2-5 years of GIPS Composite performance & analysis experience at a large asset management firm
• Strong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plus
• Excellent written and verbal communication skills

• Seniority level Associate

• Employment type
  
  Contract

• Job function Finance
• Industries Venture Capital and Private Equity Principals and Investment Management

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