Performance Analyst (entry level)

The Performance Analyst position introduces you to the investment industry, offering multiple career paths and long-term growth. The role involves calculating and reconciling investment performance, utilizing custodian bank downloads, and analyzing client meeting reports. The ideal candidate has a Bachelor's degree in Finance or a business-related field, with prior certification or a willingness to pursue CFA or CAIA. Excellent attention to detail, problem-solving skills, and teamwork are essential.

Requirements

• Learn, then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for all investments and plans
• Utilize various custodian bank downloads and data files for proprietary performance measurement system input
• Calculate portfolio characteristics for client reports that include, but are not limited to, equity, fixed income, hedge funds, and real assets
• Analyze client meeting reports in a timely manner and ensure all job-specific action items are handled through completion
• Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships

Benefits

• Flexibility & Balance
• Savings
• Community
• Time