Analyst, Institutional Performance Reporting

Mariner Wealth Advisors • Saint Louis, MO

15h • Onsite

About The Position

Job Summary: The Performance Reporting Analyst is responsible for performance measurement, reporting, and investment policy monitoring for client investment plans. The Performance Reporting Analyst supports multiple institutional clients and plan types. The role requires an understanding of time and dollar weighted performance computations and various statistical concepts across public and open-ended private investments. Essential Duties and Responsibilities: Onboarding and setup of new clients including internal systems setup, historical performance input, and report creation. Calculate and reconcile performance with investment managers and custodians. Create, maintain, and generate client reports on a monthly and quarterly basis. Monitors adherence of the clients plan to the investment policy statement. Other projects as requested by the supervisor

Requirements

• Bachelor’s degree from an accredited college or university
• 3 years of relevant professional experience preferred
• CFA Investment Foundations program required within 6 months of start date or enrollment in the CIPM program
• Works with a high degree of accuracy and detail orientation
• Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
• Ability to think critically and solve problems leveraging available resources
• Solid understanding of mathematical computations.
• High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit

Nice To Haves

• Certification, Designation, or Membership in industry specific organization (CIPM, etc.)

Responsibilities

• Onboarding and setup of new clients including internal systems setup, historical performance input, and report creation.
• Calculate and reconcile performance with investment managers and custodians.
• Create, maintain, and generate client reports on a monthly and quarterly basis.
• Monitors adherence of the clients plan to the investment policy statement.
• Other projects as requested by the supervisor

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level