Investment Consulting Performance Analyst
About The Position
An Investment Consulting Performance Analyst uses technical, analytical, and communication skills to support consultants and clients in all aspects of data-related work. This role involves balancing financial account statements for clients’ investment portfolios, auditing rates of return, and reconciling discrepancies. The analyst will finalize financial information from multiple sources to prepare quarterly investment performance reports, gather manager research documents, and update Risk Analyzer with cash flows to produce defined benefit client dashboards. Additionally, the role requires responding to ad hoc requests, composing written interpretations of investment portfolio results, and preparing discussion guides for client meetings.
Requirements
- Excellent technical and analytical skills.
- Outstanding accuracy and attention to detail.
- Basic knowledge of capital markets and investments and/or keen interest in developing.
- Proficiency with specific software packages (e.g. Microsoft Office).
- Bachelor’s degree (majors such as accounting, business administration, economics, finance, mathematics, and statistics are generally preferred).
- Demonstrates excellent writing and communication skills.
- 0-1+ years of experience in the Investment space.
Responsibilities
- Takes accountability and ownership of work.
- Balances financial account statements for clients’ investment portfolios.
- Audits rates of return and reconcile discrepancies of returns calculated by our performance system versus those calculated by custodians and/or investment managers.
- Finalizes financial information from multiple sources to prepare quarterly investment performance reports.
- Gathers manager research documents pertinent to clients’ portfolios, bringing them to the attention of senior client team members.
- Updates Risk Analyzer with cash flows to produce defined benefit client dashboards.
- Responds to ad hoc requests from clients and/or consultants.
- Composes written interpretations of investment portfolio results and prepares discussion guides for client meetings.
- Meets with senior members of client teams to discuss relevant client matters and/or issues.
Benefits
- comprehensive benefits package
- agile environment allows you to manage your wellbeing and work/life balance
- two “Global Wellbeing Days” each year
- variety of working style solutions
- continuous learning culture
- 401(k) savings plan with employer contributions
- employee stock purchase plan
- consideration for long-term incentive awards
- medical, dental and vision insurance
- various types of leaves of absence
- paid time off
- 12 paid holidays throughout the calendar year
- 15 days of paid vacation per year
- paid sick leave
- short-term disability
- optional long-term disability
- health savings account
- health care and dependent care reimbursement accounts
- employee and dependent life insurance
- supplemental life and AD&D insurance
- optional personal insurance policies
- adoption assistance
- tuition assistance
- commuter benefits
- employee assistance program that includes free counseling sessions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
