Fund Performance Reporting and Analysis - 12 month FTC
A leading Investment Manager wish to recruit within the client reporting team, the successful candidate will be responsible for the following duties
Duties and Responsibilities
- Generates monthly, quarterly, and ad-hoc reports for our private client and institutional relationships
- Produces custom business-segment and/or firm analytics for managerial reporting on a regular or ad-hoc basis
- Analyzes and interprets relevant investment data, including portfolio positions, transactions, and performance
- Develops, communicates, and/or expounds reports and analysis for internal and external stakeholders
- Manages projects to create or improves reporting content and/or advance strategic business goals
- Provides support, innovation, and project consultation for multiple business segments
- Ability to draw own conclusions, articulate positions, communicate key messages, make recommendations
- Develops industry insights through proactive networking, conference attendance, and independent research
- Performs other duties of a similar or related level and assists with special projects as necessary or assigned
Job Requirements
- Bachelor’s Degree in Business, Finance, Economics, or related field preferred
- 2+ years of analyst, risk reporting experience
- 2+ years of direct experience with FactSet
- Experience producing attribution and risk reporting
- Strong Excel knowledge working with large data sets
- Extremely detail-oriented
- Excellent client service focus and high touch experience required
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