Portfolio & Performance Analysis [Multiple Positions Available]

Job description

Duties: Construction and maintenance of product composites following GIPS guidelines. This includes applying the appropriate account inclusion/exclusion to all composites. Review, analyze, and understand performance within deviating accounts. Produce ad hoc analyses of portfolios, market events, and other performance- related questions that arise including RFP responses. Provide accurate, timely, and comprehensive weekly/monthly dashboards. Recommend and implement ways to streamline and automate reporting processes to save time and resources. Work closely with other teams across the firm in order to drive change and provide value to the firm and our clients. Assist team in performance verifications and other audit/control related activities. Use expertise in new Product creation to help with requirement writing and development for an internal composite engine. QUALIFICATIONS: Minimum education and experience required: Master's degree in Statistics, Economics, Finance or related field of study plus one (1) year of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occup...