Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed:
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to info@taiberkosmala.comfor consideration.
...equipment and ensuring adherence to manufacturer's procedures for safety. Process Optimization: Utilize techniques like Lean manufacturing and Six Sigma to improve process efficiency and reduce waste. Documentation: Maintain accurate records of manufacturing processes...
...An industry-leading construction and forensic consulting firm is seeking a Structural Engineer to help them design major projects including steel, concrete, masonry and/or timber structures at their Texas office. Your Day Includes Conducting advanced structural analysis...
...hand in hand.Kiddie Academy and this franchise group is an equal opportunity employer.Specialties: child care services, childcare, nursery school, early education, day care learning centers, per-kindergarten, academic preschool, age and developmentally appropriate...
Looking for a NP/PA job? My name is Leah and I"m a healthcare recruiter, I"m here to help! I have a new Neonatal Nurse Practitioner/Physician Assistant position available near Boston, Massachusetts! Details- Full-time and permanent- Shift: PA - 36hrs 3x12sNP - 24 hrs OR...
...experienced team of construction, real estate, design, and technology experts, Homebound is... ...start to finish to provide a seamless experience for our customers. Homeowners across the... ...Role Overview: We are looking for an Interior Designer to join the Architecture and...