Investment Performance Analyst (Los Angeles County) Job at Selby Jennings, Los Angeles County, CA

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  • Selby Jennings
  • Los Angeles County, CA

Job Description

  • Manage the daily, monthly and quarterly reporting of investment performance
  • Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
  • Run and analyze performance attribution, providing commentary and insights on observations
  • Calculate and analyze portfolio fundamental characteristics
  • Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
  • Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
  • Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
  • Participate and lead special initiative projects as needed
  • Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct

  • Ideal Qualifications

    • Bachelor's degree in economics, finance, statistics or equivalent
    • Progress towards CIPM, CFA is a plus
    • At least 5-7 years' relevant experience
    • 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)
    • 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

    Interpersonal/Communication/Language Skills

    • Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting 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 insights, and ideas to enhance current procedures
    • Strong leadership skills with the ability to train and motivate junior team members
    • Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
    • Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions

Job Tags

Part time, Work at office,

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