Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed:
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to [email protected] consideration.
JURISolutions Legal (JSL) is partnering with one of our government clients to hire a Senior Paralegal located in downtown Los Angeles, CA. Candidate must be able to work onsite when required by client. The ideal candidate should have 7+ years of demonstrated experience...
(Physician/MD qualifications required) Hematology and Oncology - Hematology|Oncology Physician Opportunity Las Cruces, New Mexico We are seeking an experienced Hematology|Oncology physician to join a well-established medical team in Las Cruces, New Mexico. Key Highlights...
...Perform daily cleaning tasks, such as dusting, wiping, sanitizing, sweeping, and vacuuming floors to maintain a clean and sanitary office environment.~Empty trash and recycling bins and dispose of waste when needed.~Maintain cleanliness and orderliness in lounge areas...
Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and...
Demonstrated coursework in generalized linear, generalized linear mixed, survival, and Bayesian models and/or machine learning methods.