Risk & Performance Analytics Associate

1 month ago

Greenwich, United States FoundHer, LLC Full time

Our client, a global investment firm with over $19B in assets under management, is seeking an individual who is passionate about data analytics and excited about playing an integral role on a high performing, team that is responsible for all risk & performance analytics for the firm.


This is a highly visible role that interacts with senior professionals across the firm including the investment team, client partnerships, investor services, and operations.


Key Responsibilities:

• Ensure accurate and timely preparation and distribution of monthly and quarterly risk & performance reporting.

• Collaborate with team to research performance dispersion/outliers and proactively determine performance drivers and work with other business partners to address issues as needed.

• Ensure accurate and timely distribution of attribution, analytics, and risk statistics; research and resolve complex performance attribution data anomalies, system issues and/or client inquiries.

• Act as subject matter expert in equity attribution and portfolio analytics and main point of contact for investment teams on attribution models, analysis, and strategic projects.

• Measure and report performance attribution, portfolio characteristics and performance-related statistics as and when requested; ensure accuracy and reasonableness of output.

• Assist with coordination and preparation of key ESG and sustainability reports.

• Provide support to investor services and client partnerships teams by responding to client inquiries, RFP requests and new business opportunities.

• Ensure the accuracy and integrity of composite calculations along with updating and maintaining GIPS® reports and disclosures.

• Analyze composite returns and determine composite membership based on policies and procedures.

• Support the quarterly GIPS® verification process working with external verifiers.

• Assist in the preparation and ongoing monitoring of alternative datasets such as Google Search trends.


Qualifications:

  • Bachelor’s degree in finance or equivalent major.
  • Minimum 3 - 5 years of work experience which includes but not limited to, performance analysis, accounting, quantitative analysis or management information systems.
  • Strong understanding of financial markets.
  • Strong technical and analytical skills along with knowledge of GIPS reporting principles, composite creation & maintenance and performance attribution concepts.
  • Knowledge of FactSet is required; Bloomberg PORT, MSCI ESG Manager, Morningstar, Axys or similar tools is a plus.
  • Strong attention to detail while working through tight timelines and strict deadlines.
  • Excellent communication skills (verbal and written).
  • Ability to prioritize, organize, and manage multiple tasks in a professional, entrepreneurial, and fast-paced environment.
  • Ability to create, build, and maintain positive working relationships.
  • Excellent teamwork and collaboration skills.
  • CIPM, CFA or FRM designation a plus.

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