Performance Analyst

Recruiter
Angeles Investment Advisors, LLC
Location
Santa Monica, California
Salary
Salary based on experience
Posted
22 Dec 2021
Closes
21 Jan 2022
Job Function
Performance Analysis
Employment Type
Full Time
Education
Bachelors

Angeles is a multi-asset investment firm, founded to provide sophisticated, customized, global investment solutions to both institutional and private wealth clients. Employee-owned since its founding in 2001, Angeles oversees approximately $5.2 billion in full discretionary assets as well as $28.4 billion in non-discretionary assets.  Angeles’ expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management. More information is available on our website at www.angelesinvestments.com.

Responsibilities:

  • Prepare monthly and quarterly client presentation material.
  • Track and calculate performance metrics for investments, composites, and benchmarks.
  • Provide written commentary of manager performance, economic conditions, and capital market results.
  • Retrieve and organize monthly and quarterly statements for private investments, hedge funds and separately managed accounts. Maintain spreadsheets that track cash flows and market values for such investments.
  • Update fund statistics within a performance software on a monthly/quarterly basis for supplemental use in client presentations.
  • Assist with any ad hoc data entry requests.
  • Assist the investment officers in any client reporting requests.

Requirements:

  • Strong quantitative, analytical, and communication skills are a must, along with advanced computer skills including significant experience with Excel, PowerPoint, and Word.
  • Additional investment software experience (Morningstar Direct, Bloomberg, InvestorForce) is a plus. 
  • One – three years accounting experience, or exposure to the investment industry is preferred.
  • Prior experience with a monthly/quarterly reconciliation process is advantageous.

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