Sr. Performance Analyst

Los Angeles, CA, USA
Commensurate with experience
Apr 13, 2018
Apr 25, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

~The role will be part of a team that is responsible for the overall performance and attribution cycle, which includes review and validation of security returns, management of systems to calculate portfolio returns, review of portfolio returns, attribution calculation and analysis, management of month-end pricing, and ad-hoc performance and attribution inquiries.  This is a dynamic team that works across the firm and have frequent interactions with Portfolio Management staff, Client Services, and Investment Operations.

Manage the performance validation process in the assigned areas by reviewing and validating monthly security and portfolio performance
Conduct thorough investigation of performance outliers, analyze findings, and make recommendations on changes or fixes
Interface with investment management, client servicing, and operations staff regularly to address performance inquires and complete related requests
Review and scrub periodic attribution data
Work closely with the trading desk and IT to support development and implementation of performance attribution model enhancements
Complete ad-hoc performance projects as necessary

Minimum Qualifications
Bachelor's Degree in Finance, Economics, Accounting or related field
3 - 5 years of experience in portfolio performance validation
Proficient in Excel with demonstrated knowledge and experience in formula writing
Solid knowledge of fixed income and equity securities
Strong analytical skills and rigorous attention to detail
Solid written and verbal communication skills
A quick learner and a strong team player
Demonstrated ability to take initiatives and ownership of responsibilities
A self-motivated individual with high professionalism and strong work ethic

Desired Qualifications
CFA preferred
CIPM preferred
Knowledge of SQL or VBA strongly preferred
Fixed income attribution related experience