Senior Manager, Investment Performance and Analytics
- Employer
- UAW Retiree Medical Benefits Trust
- Location
- Ann Arbor, Michigan
- Salary
- Great benefits, time off and work life balance
- Closing date
- Apr 27, 2019
View more
- Job Function
- Performance Analysis
- Industry Sector
- Non-Banking Financial Institution (Consumer finance, Leasing, factoring, etc.)
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder, CIPM Certificant
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Senior Manager, Investment Performance and Analytics
The UAW Retiree Medical Benefits Trust is the largest non-governmental purchaser of retiree health care in the United States. The Trust administers health care benefits for around 680,000 UAW retirees and dependents from GM, Ford and Chrysler. To support ongoing payments, The Trust manages a diversified portfolio of over $56 billion across equity, fixed income and alternative asset classes.
Overview
The Senior Manager, Investment Performance and Analytics is a hands-on position responsible for building and maintaining an Investment Book of Record (IBOR) for the Investment Office. The IBOR is the foundation for the development and production of comprehensive performance and analytics reporting for multiple stakeholders including the Trust’s Board and Investment Team. This person works closely with various members of the Investment Team, Finance, Independent Risk, Information Technology, and vendors to ensure the consistent production and availability of accurate investment data and analytics to inform decision-making.
Responsibilities
- Develop and publish high quality routine and ad-hoc performance measurement and analytics reporting for various stakeholders, including the Trust’s Board and Investment Team
- Create/redesign/enhance existing reporting framework to meet evolving needs
- Calculate and/or validate calculated returns; fees; performance attribution, exposure, and risk analytics for investment managers, portfolio aggregates, and benchmarks
- Gather, interpret, and incorporate information from various sources and stakeholders to ensure meaningful reporting
- Establish and manage a schedule of reporting deliverables in satisfaction of various deadlines
- Work directly with Trust vendors, Investment Team, and systems to ensure complete, accurate, and timely investment data including identification and resolution of issues
- Key member of the data governance team responsible for managing data governance operating model and data health
- Establish and oversee processes and controls to monitor data quality and ensure the timely delivery of accurate data and analytics including data coordination, reconciliation, and transfer between internal systems
- Collaborate with various teams across the Trust to improve processes as well as identify and resolve complex problems that surface in analytics, data, and systems - including procedural weaknesses and data integrity issues
- Develop and maintain sophisticated financial models and dashboards
Qualifications
- Bachelor's degree plus 7-10 years of relevant work experience required, including at least 5 years of experience calculating and interpreting performance, including performance evaluations, universe and peer comparisons, and performance attribution
- Progress toward, or completion of, CIPM and/or CFA professional designation(s) is desirable
- Experience preparing and presenting portfolio and market performance results on behalf of a large institutional asset owner is preferred (e.g. endowment, foundation, or pension)
- Understanding of complex institutional investment portfolios (i.e. knowledge of equities, fixed income, hedge funds/liquid alternatives, private markets, and derivatives/overlay) and industry standard performance measurement and benchmarking practices
- Working knowledge of GIPS Standards is preferred
- Superior problem-solving skills and an understanding of requisite performance-related mathematical and quantitative techniques
- Broad understanding of analytical tools and related systems, including spreadsheets, accounting and performance measurement systems, Excel VBA, SQL, Tableau, and PowerPoint
- Strong oral and written communication skills and attention to detail
- Experience interacting with and communicating to various stakeholders regarding industry standard performance measurement and benchmarking practices
- Self-starter who thrives in an entrepreneurial environment
- Organizational skills with an ability to meet deadlines with accuracy
- Team player with the demonstrated ability to build relationships and collaborate across teams to influence outcomes
- Prior management experience is desirable
Company
- Location
-
P.O. Box 14309
Detroit
MI
48214
US
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