Thursday, July 28, 2016

Senior Performance Analyst - Los Angeles, CA

Senior Performance Analyst (982-5) - Los Angeles, CA
Compensation commensurate with experience

Los Angeles-based investment firm is seeking a highly motivated self-starter to join its team. This position is responsible for all aspects of investment performance at the firm.   This includes a clear understanding of how performance is calculated, maintenance of composites, as well as all performance reporting both internal and external.

Produce management reporting to measure and track firm's product quality across all product lines through performance measurement and analysis
Oversee the calculation and reporting of daily, monthly and quarterly investment performance, including website returns, marketing material, annual and prospectus reporting, and internal performance reporting
Overall responsibility and oversight for the maintenance of performance composites
Responsible for handling the annual performance audit
Monitor CFA Institute/GIPS standards
Work closely with compliance and responsible for making sure the firm is abiding to all of the record keeping requirements for performance reporting
Maintain all relevant benchmark data for all of our products
Monitor all operational aspects that impact investment performance, including reviewing performance on all new accounts for reasonableness
Perform specific reviews and tasks for client reporting purposes
Respond to client meeting requests and other performance-related inquiries from Private Client Group or other internal departments
Oversee the outsourced performance platform
Oversee the calculation, review and distribution of month-end client performance. Assist in the analysis of investment performance
Serve as point person for all requests for performance data
Perform miscellaneous duties as required by management
Familiar with Security APL, FactSet Portfolio Analysis, FactSet SPAR, Morningstar Direct, Sylvan, GWP

Bachelor’s degree and at least 5 years of related performance experience or an equivalent combination of education and experience. Applied expertise and knowledge of a specific technical or functional area
Prior exposure to sleeve-level and/or sub-account reporting
Proficient in MS Excel, PowerPoint and Access
Experience with Morningstar, Lipper, and FactSet, Evestment investment management tools
CIPM, CFA or MBA a plus
Outstanding analytical skills and demonstrated ability to exchange complex information effectively to reach agreement in ambiguous or difficult situations
Demonstrated ability to build strong working relationships with multiple stakeholders and across organizational functions

If interested, please email  your resume as an MS Word attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

Miscellaneous listings, some of them FinTech

Miscellaneous listings, some of them FinTech
  1. Regional Sales Executive – Buy Side New Business Specialist at Dealogic
  2. VP of Consultative Sales at Fisher Investments
  3. Application Development Manager at Mitsubishi UFJ Financial Group
  4. SME Portfolio Manager at MCE Social Capital
  5. Senior Accountant at FolioDynamix
  6. Senior Consultant at FI Consulting
  7. Securities Compliance Examiner at U.S. Securities and Exchange Commission
  8. Portfolio Operations Analyst at Guggenheim Partners
  9. Investment Banking Vice President at Whitehall & Company
  10. Associate, Teneo Restructuring at Teneo Holdings
Links are in the listings.