Performance Reporting Associate

2 months ago

Menlo Park, United States Evolve Talent Partners Full time
Job DescriptionJob Description

PERFORMANCE REPORTING ASSOCIATE

MENLO PARK, CA

HYBRID

Investment advisor located in Menlo Park, CA is seeking a performance reporting associate. The firm was founded in 2019 by the investment professionals in the Silicon Valley.

The ideal candidate will have at least five years of direct experience working with investment portfolio reporting and analysis. This role will work cross functionally with internal stakeholders, including partners.

RESPONSIBILITIES:

  • Creates and produces recurring performance reports for internal and external purposes
  • Conducts benchmark and comparative analysis on portfolio, asset class, strategy, fund, and investment-level – returns, volatility, attribution, and exposure analysis using portfolio analytics software (Caissa) and Microsoft Excel
  • Maintains current and historical documentation related to portfolio exposures, returns, and benchmarks
  • Coordinates with service providers to ensure the integrity and accuracy of entries made into the portfolio analytics, custody and accounting systems
  • Monitors investment-level performance estimates and valuations conducted by third parties
  • Designs and performs cash flow projections, liquidity analytics, private exposure modeling, and portfolio stress-testing
  • Leads data collecting and management efforts for risk and asset allocation, and capital planning data
  • Supports the development, implementation, and maintenance of data systems; Advances the application of modern tools, and software to provide best-in-class performance reporting and risk measurement and analysis
  • Prepares exhibits for use in presentations and other investor communications
  • Completes ad hoc reporting and special projects as necessary

    QUALIFICATIONS:

  • Bachelor's degree required
  • Minimum 5 years of direct experience working with investment portfolio reporting and analysis
  • Ability to work cross functionally with internal stakeholders including partners
  • Solid analytical skills and the ability to understand and track performance data from a variety of asset classes
  • Experience in creating materials for investor meetings, investigating performance anomalies and system implementation or innovation (using a performance software)
  • Ability to handle pressure and deadlines
  • Top-notch communication skills, attention to detail, and ability to multitask

  • Associate Creative Director, Performance Marketing

    3 weeks ago

    Menlo Park, United States Robinhood Full time

    Associate Creative Director, Performance Marketing Join a leading fintech company that’s democratizing finance for all. Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is lowering barriers and providing greater access to financial information. Together,...

  • Associate Creative Director, Performance Marketing

    7 days ago

    Menlo Park, United States Robinhood Full time

    Join a leading fintech company that's democratizing finance for all. Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is lowering barriers and providing greater access to financial information. Together, we are building products and services that help...

  • Manager - Financial Planning & Reporting

    3 weeks ago

    Menlo Park, United States Stanford Children's Health | Lucile Packard Children's Hospital Stanford Full time

    Here you have the potential and support to achieve extraordinary outcomes for healthier, happy lives Thank you for your interest in career opportunities for current employees. Please note the following: You must be a current employee to use this site. Enter your employee ID number and SCH email address to submit your application. You must use your legal name...

  • Performance and Capacity Engineer

    3 days ago

    Menlo Park, United States META Full time

    Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps and services like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens...

  • Logistics Associate

    2 days ago

    Menlo Park, United States Ascend Full time

    Job DescriptionJob DescriptionLogistics Associate Job DescriptionJob DescriptionWith basic arithmetic and inventory calculations skills, the Logistics Associate builds and replenishes multiple carts for basic bedside patient care and surgical procedures with observation of a Lead/Supervisor. A strong ability to follow policies and procedures including basic...

  • Clinical Lab associate

    2 weeks ago

    Menlo Park, United States Randstad Life Sciences US Full time

    A technology research company that focuses on research surrounding early cancer detection.The company is using the power of next-generation sequencing, population-scale clinical studies, and state-of-the-art computer science and data science to overcome one of medicine’s greatest challenges Developing solutions to help accelerate cancer diagnoses,...

  • Clinical Lab associate

    3 weeks ago

    Menlo Park, United States Randstad Life Sciences US Full time

    A technology research company that focuses on research surrounding early cancer detection.The company is using the power of next-generation sequencing, population-scale clinical studies, and state-of-the-art computer science and data science to overcome one of medicine’s greatest challenges Developing solutions to help accelerate cancer diagnoses,...

  • Associate Director of Student Ministries

    2 days ago

    Menlo Park, United States The Youth Cartel Full time

    Associate Director of Student Ministries Position Title: Associate Director of Student Ministries Supervisor: Director of Student Ministries Direct Reports : n/a Classification: Regular / Full time / Exempt Pay Grade: 6 POSITION SUMMARY Menlo is a multisite church in the San Francisco Bay area and a member of ECO: A Covenant Order of Evangelical...

  • Associate Director, Supply Chain

    3 weeks ago

    Menlo Park, United States Procurement Foundry Full time

    Associate Director, Clinical Supply Chain Location: Menlo Park, CA (Hybrid, 3 days onsite) Responsibilities: The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    1 week ago

    Menlo Park, United States Procurement Foundry Full time

    Associate Director, Clinical Supply Chain Location: Menlo Park, CA (Hybrid, 3 days onsite) Responsibilities: The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Administrative Associate

    3 weeks ago

    Menlo Park, United States SLAC National Accelerator Laboratory Full time

    **SLAC Job Postings**: **Position overview**: SLAC National Accelerator Laboratory Director’s Office has an exciting opportunity for a result - driven, detail-oriented Administrative Associate 4 in the Project Management Office (PMO). This position will support overall administration of a Project Management Office department’s functions, to include...

  • Associate Director, Supply Chain

    2 months ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply ChainLocation: Menlo Park, CA (Hybrid, 3 days onsite)Responsibilities:The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 months ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply ChainLocation: Menlo Park, CA (Hybrid, 3 days onsite)Responsibilities:The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 months ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply Chain Location: Menlo Park, CA (Hybrid, 3 days onsite) Responsibilities: The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 weeks ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply ChainLocation: Menlo Park, CA (Hybrid, 3 days onsite)Responsibilities:The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 months ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply ChainLocation: Menlo Park, CA (Hybrid, 3 days onsite)Responsibilities:The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 weeks ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply Chain Location: Menlo Park, CA (Hybrid, 3 days onsite) Responsibilities: The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Associate Director, Supply Chain

    2 weeks ago

    Menlo Park, United States Meet Full time

    Associate Director, Clinical Supply ChainLocation: Menlo Park, CA (Hybrid, 3 days onsite)Responsibilities:The Associate Director, Clinical Supply Chain will play a pivotal role in overseeing the strategic planning and execution of clinical supply chain operations. Reporting to the Director of Supply Chain, this position will involve managing end-to-end...

  • Principal Bioinformatics Associate

    1 month ago

    Menlo Park, United States BillionToOne, Inc. Full time

    Principal Bioinformatics Associate Company: BillionToOne, Inc. Location: Menlo Park, CA Position Type: Full Time Experience: See below Education: See below Responsibilities: Leading the development projects for bioinformatics-related software and pipelines; proposing, project managing, and delivering architecture-level changes to bioinformatics software and...

  • Associate Dentist

    2 weeks ago

    Menlo Park, United States Alok Arora, DMD Full time

    We are a general dentist office looking for an associate on Wednesdays, Thursdays, and Fridays. Days and hours are flexible. **Responsibilities include**: - Perform dental examinations and provide comprehensive oral health care to patients - Develop treatment plans and discuss them with patients - Perform dental procedures such as fillings, crowns,...