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Investment Performance Analyst

Location : On-Site (Los Angeles)
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1-4
Required Education : Bachelorís Degree in Economics, Finance, Statistics or equivalent
Travel : No
Relocation : No

Job Description :

Job Description:

An Investment Service firm in Los Angeles is seeking an Investment Performance Analyst. 


Ideal Candidate:

  • Ability to competently handle multiple projects and/or tasks simultaneously and meet deadlines

  • Effective organizational skills; with the ability to focus on details within the context of the overall goals

  • Self-starter with motivation to develop new ideas to enhance current procedures

  • Strong communication skills; with the ability to explain detailed messages to internal stakeholders

  • Able to work independently, and also effectively in a team environment

  • Mathematical/Analytical/Reasoning Skills:

  • Proactive and inquisitive about markets, financial theory, investment management industry


Responsibilities & Duties:

  • Produce daily, weekly, monthly and quarterly performance reports and analysis

  • Produce timely delivery of client reporting and create custom reports

  • Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholders

  • Respond to RFPs/RFIs for performance and analytics related data

  • Participate in special initiative projects as needed

  • Ensure policies and procedures are implemented and documented

  • Recommend and implement process changes as needed to increase timely and accurate delivery of performance data

Required Qualifications :


  • Progress towards CIPM, CFA is a plus

  • Knowledge of GIPS and performance measurement concepts

  • Experience with FactSet Portfolio Analysis and SPAR is extremely helpful

  • Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)

  • Microsoft Office Proficiency (Word, Excel, Outlook, Access, Explorer)

  • Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg 

  • Ability to quickly learn new systems and software


Skills :
Bloomberg FactSet Portfolio Analysis GIPS Request for Proposal
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