Performance Reporting Analyst

Job Summary:

The Performance Reporting Associate is responsible for providing support to the Performance Reporting department and learning performance measurement, reporting, and investment policy monitoring to become a Performance Reporting Analyst.

Responsibilities:

• Assists with the collection of client custodial and manager data.
• Assists with the input of client custodial data, performance calculation, and performance reconciliation with investment managers.
• Assists with new client onboarding and setup including internal systems setup, historical performance input, and report creation.
• Learn and develop the necessary skills to move into a Performance Reporting Analyst role.
• Other projects as requested by the supervisor

Required Skills:

• Works with a high degree of accuracy and detail orientation
• Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
• Ability to think critically and solve problems leveraging available resources
• Solid understanding of mathematical computations
• High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, and Adobe/Foxit

Requirements:

• Bachelor’s degree from an accredited college or university
• 1 years of relevant professional experience preferred
• CFA Investment Foundations program required within 12 months of start date

Benefits of joining AndCo: 

AndCo Employees enjoy opportunities to learn and grow alongside committed leaders and colleagues. In addition to a competitive salary, we offer the following benefits: Medical, Vision, Dental, Disability, Life insurance, 401(k) employer match, sick time and 14 paid company holidays in addition to a generous PTO package. 

Equal Opportunity Employer: 

AndCo is an Equal Opportunity Employer. We invite all qualified applicants to apply and do not discriminate against individuals because of their race, color, religion, national origin, gender, physical or mental disability, veteran status or age. 

Working Conditions: 

This job is located in Winter Park, Florida. Standard office hours are 8:00AM-5:00PM. This is an exempt position.

 AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.