Performance Analyst

2 weeks ago

Portsmouth, United States Prime, Buchholz Full time

Description

Are you looking to start a career with an investment firm committed to diversity, inclusion, sustainability, and Corporate Social Responsibility? Then this might be the fit for you

The Job


The Performance Analyst is an introductory position in the investment industry offering multiple career paths and long-term growth. As a Performance Analyst, you will learn about the industry, global capital markets, and portfolio investments, then apply that knowledge to support team members in various departments across the firm. The primary responsibility of the Performance Analyst is to calculate and reconcile investment performance efficiently and accurately for our investment teams and clients. This position is based in Portsmouth, NH.

What You'll Do

  • Learn then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for all investments and plans
  • Utilize various custodian bank downloads and data files for proprietary performance measurement system input
  • Utilize a proprietary database of client statements on a monthly basis to complete performance measurement calculations for all client investments
  • Maintain monthly cashflows for 25-30 assigned client accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
  • Calculate portfolio characteristics for client reports that include but are not limited to equity, fixed income, hedge funds, and real assets
  • Analyze client meeting reports in a timely manner and ensure all job-specific action items are handled through the completion
  • Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships
What You'll Bring
  • Bachelor's degree required, Finance or business-related field strongly preferred
  • Prior certification, progress towards or willingness to pursue CFA, CAIA preferred
  • Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
  • Must be a team player with effective time management skills and the ability to multi-task
  • Intermediate to advanced experience in PowerPoint and Excel, specifically with respect to financial functions and chart generation.

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:

  • Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH-with offices in Boston and Atlanta-Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.

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