Performance Analyst

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.