Analyst
4 weeks ago
**Performance Analyst for Investment Firm**
We are in search for a skilled Performance Analyst to join Investment firm in Santa Monica, California. In this role, you'll be assisting management in all aspects of performance reporting for client relationships. This includes tracking and calculating performance metrics, providing written commentary of investment performance, and supporting client reporting requests.
Please email resume to Eric Herndon for consideration
Responsibilities:
• Accurately prepare monthly and quarterly client presentation material
• Calculate and track performance metrics for investments, composites, and benchmarks
• Provide detailed written commentary on manager performance, economic conditions, and capital market results
• Retrieve and organize monthly and quarterly statements for private investments, hedge funds and separately managed accounts
• Support other departments with ad-hoc performance data requests, including marketing material and proprietary fund reporting
• Process customer credit applications accurately and efficiently
• Must have a minimum of 2 years of experience in an Analyst or Accounting role
• Must have strong skills in Microsoft Excel (Pivot tables, V-Lookups) and Microsoft Word
• Auditing skills are necessary
• Must be knowledgeable about budget processes
• General ledger experience is essential
• Must have experience in financial reporting.
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