Years of Experience
3+ years of investment/financial services experience
Qualifications
Bachelor s Degree with emphasis on Economics, Finance, Mathematics, Statistics or related subject
CIPM or CFA equivalent qualification preferred
Responsibilities
- Collaborate across the Global Performance & Reporting Team to gather needed data and ensure delivery of accurate and timely reporting collateral
- Solid comprehension of investment concepts and asset classes.
- Fundamental knowledge of Performance matrix, Attribution & Contribution Analysis.
- Lead requested reporting changes to completion and ensure internal sign-off of new version prior to external distribution
- Fundamental understanding on core P&R systems and vendors to answer questions from various stakeholders
- Ability to understand client requirements and implement the same in the reports
- Preferred to have experience with Vermilion reporting application by Factset.
- Ability to understand and resolve ad-hoc queries from portfolio managers timely manner.
- Compare current report to previous cycles to flag any incorrect data set
Candidate Requirements
- Proven ability to conduct base-level performance calculations and interpret the results
- Experience with investment risk measures including VaR, standard deviation and beta
- Knowledge of commonly used reporting dimensions
- Ability to communicate with global team members to source data and establish new processes for report maintenance
- Proficient in MS Office tools like Excel, Powerpoint
- Preferred knowledge of MySQL, PowerBI & VBA
Core Values
- Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
- Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
- Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
- Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
- Exemplifies our customer-focused, action-oriented, results-driven culture.
- Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
- Ability to act with discretion and maintain complete confidentiality.
- Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.
