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

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