Investment Performance Analyst
3 weeks ago
Job Description: We are seeking a skilled Investment Performance Analyst to join our dynamic team. The Investment Performance Analyst will be responsible for evaluating and analyzing the performance of various investment portfolios, providing insights and recommendations to optimize returns and mitigate risks. This role requires strong analytical skills, attention to detail, and a deep understanding of financial markets and investment strategies. The ideal candidate will possess a passion for investment analysis and a commitment to delivering accurate and insightful performance reports.
Key Responsibilities:
- Evaluate investment performance using various metrics and benchmarks.
- Analyze portfolio risk and return characteristics.
- Generate performance reports for internal and external stakeholders.
- Conduct attribution analysis to identify sources of portfolio performance.
- Collaborate with portfolio managers and investment teams to optimize portfolio performance.
- Research and stay current on industry best practices and performance measurement methodologies.
- Participate in ad hoc projects and initiatives related to investment performance.
Requirements:
- Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred).
- CFA (Chartered Financial Analyst) designation or progress towards certification is highly desirable.
- Strong quantitative and analytical skills, with proficiency in Excel and financial modeling.
- Familiarity with performance measurement tools and software (e.g., FactSet, Bloomberg, Morningstar Direct).
- Excellent communication and presentation skills, with the ability to convey complex concepts in a clear and concise manner.
- Detail-oriented with a commitment to accuracy and quality.
- Ability to work independently as well as part of a collaborative team environment.
- Prior experience in investment performance analysis or related fields is preferred.
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