Tuesday, November 5, 2013

Portfolio Analyst - Santa Monica


Title: Portfolio Analyst (916-001-111)
Location: Santa Monica
Compensation: Commensurate with experience

Summary:
Growing hedge fund seeks a junior-level Portfolio Analyst with 2-4 years of experience and strong SQL skills to step into a role focused on data mining/report building/analytics who will learn the company’s investment/reporting processes, then work in support of portfolio management/risk management/clients/prospective clients

Responsibilities:
Prepare a large number of ad hoc and monthly reports and participate in the research/design/creation of new reports as needed using SQL Server/Reporting Services/Excel/other tools
Produce the reporting content needed from other departments, including Compliance/Accounting/Marketing
Calculate performance contribution/attribution analysis, risk measures and other reports

Requirements:
Bachelor’s Degree required
Strong technical skills in SQL
2-4 years of experience working in an Asset Management setting, Investment Bank or related financial services company in a portfolio reporting/risk analysis capacity
Familiarity with credit instruments (Bonds/Loans/CDS)
Knowledge of relevant reporting outputs/metrics including portfolio accounting/performance reporting/risk metrics/portfolio characteristics
Familiarity with different reporting perspectives: region/country breakdown, industry breakdown, strategy breakdown, credit quality ratings
Experience analyzing financial data/metrics with sufficient familiarity to recognize potential issues
Experience managing/manipulating large amounts of data

To apply, send resume to
Nathan Stange, BCI -Financial Services Recruiting
nathan@bcius.com

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