Investment Performance Analyst / Measurement Specialist

Robert Half - US
New York, USA
Aug 21, 2017
Sep 21, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Investment Performance Analyst /  Measurement Specialist

The Investment Management Group at RHFSG is working with a top investment manager in NYC seeking a Performance Measurement Specialist. Below are a few details.
• Maintain and ensure that all investment performances are calculated correctly. Conduit between the investment, technology and operations teams.
• Review and validate investment performance and attribution data, performance returns for separately managed accounts, account groups, and composites, as well as returns for underlying securities, mutual funds, limited partnerships and other alternative investments, benchmarks, and peer groups
• Monitor performance data workflow, processes, and systems.
• Oversee the documentation of internal performance calculation processes
• Participate on the Performance Reporting Committee
• Oversee firm wide Performance Policy, performance composites and validation process with third party vendor
• Validation of monthly performance returns prior to release to investment team, client website and client reporting
• CIPM or CFA designation, or progress towards, is a plus
• 2-5 years of relevant work experience with investment performance data, financial analysis, reporting, and operations
• Strong technical skills