Public Securities Group, Performance and Attribution Analyst

Brookfield Asset Management-posted 3 months ago
$110,000 - $120,000/Yr
Full-time • Mid Level
Chicago, IL
Real Estate
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The Performance and Attribution Analyst plays a key role in supporting the firm's investment and sales strategies through following and maintaining performance controls, data validation, effective reporting, and insightful analysis. This individual will collaborate across various teams, aid in maintaining reporting standards, and leverage software systems to enhance efficiency and productivity. This is an excellent opportunity for a motivated professional with a passion for details, data, and a drive for continuous improvement.

  • Review portfolio and benchmark returns across various asset classes (equities, fixed income, alternatives) for accuracy, and understanding data inputs and calculation methodologies (e.g. TWR, Modified Dietz) and reconciling to ensure consistency.
  • Maintain firm composites according to GIPS Policies and Procedures.
  • Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions.
  • Prepare comprehensive performance and attribution reports for internal stakeholders (portfolio managers, risk teams, senior management) and external clients, ensuring consistency, clarity, and strategy relevance.
  • Collaborate with client service team to address inquiries on performance and attribution data, methodologies, and reporting formats.
  • Participate in system updates and data integrations in coordination with the technology team, conduct user acceptance testing, and document processes.
  • Develop a deep understanding and mastery of various tools, including FactSet Attribution, Advent Geneva Portfolio Accounting, and IVP (Indus Valley Partners) Data Warehouse and Portfolio Master.
  • Stay up on industry trends, regulatory requirements, and advancements in performance and attribution analytics.
  • 5+ years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting.
  • A bachelor's degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field.
  • A CFA designation is distinguishable.
  • Ability to actively collaborate within teams while independently managing functions and responding to shifting priorities.
  • Strong verbal and written communication skills to engage with individuals across all organizational levels effectively.
  • Bring fresh ideas and creative solutions to discussions, contributing to continuous improvement of processes.
  • Capable of independently managing projects, navigating ambiguity, and delivering results within time constraints.
  • Exceptional focus on accuracy, demonstrating a high priority for detail in all aspects of work.
  • Experience with public securities strategies and familiarity with alternative strategies is beneficial.
  • Command of Excel and FactSet knowledge are required.
  • Experience with relational databases (SQL) for data extraction, analysis, and automation and knowledge of Advent Geneva and eVestment are distinguishable.
  • Base salary and a short-term incentive program (cash bonus).
  • Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
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