Results Analyst - 20051852
Core
Calculate and deliver portfolio and manager level investment results, analytics, and attribution for internal and external stakeholders.
Role type
Senior IC results analyst (investment performance)
Builds
Investment performance reports, attribution analysis, and forecasting tools
Domain
Asset Management / Investment Performance
Required skills
Investment performance measurement, attribution analysis, data analysis and visualization (Power BI, Tableau, Alteryx), stakeholder management, project management, discrepancy resolution
Preferred skills
CFA Level 1-3, MBA, PMP, ScrumMaster
Technologies
Power BI, Tableau, Alteryx
Responsibilities
Evaluate, construct, and maintain portfolio structures and benchmarks; Calculate and analyze fund, account, manager, and composite investment results; Validate investment results using internal and external systems; Research, analyze, and resolve discrepancies with operational teams; Prepare and validate attribution analysis; Develop and provide analysis of portfolio results including hypothetical scenarios; Design and develop forecasting tools and statistical models; Create data narratives and visualizations for stakeholders; Manage low to moderate complexity departmental projects and process improvements.
Seniority
Mid-Senior, hands-on IC