Senior Investment Performance Analyst

Employer
State Board of Administration
Location
Tallahassee, Florida
Salary
Hiring Range $55,000 - $68,800 annually
Posted
Jun 10, 2019
Closes
Jun 25, 2019
Ref
0245
Job Function
Performance Analysis
Industry Sector
Government
Employment Type
Full Time
Education
Bachelors

The SBA is currently seeking a Senior Investment Performance Analyst in the Risk Management & Compliance department.  The Senior Investment Performance Analyst performs complex, investment-related financial analysis work such as calculating, analyzing, reconciling and reporting annual returns and ex-post risk data to include benchmark returns, composite returns, multi-period returns, linked sub-period returns, Internal Rates of Return and attribution analysis. This position will respond to requests for performance data from senior management, surveys and asset class staff. The position is required to maintain a high level of expertise in the performance measurement methodology used by the State Board of Administration (SBA) and used in the industry as best practice.  The Senior Investment Performance Analyst reports to the Manager of Quantitative Investment Analysis.

What you’ll do

  • Performs the daily, monthly, quarterly and annual return reconciliation process using data analytics software (e.g. Excel, SQL, VBA, R, Crystal Reports or similar program)
  • Produces reports and ensures accuracy of the performance databases and reporting
  • Maintains expertise in the technical concepts used in performance methodology for rate of return, contribution to return, risk measurement, attribution reporting and in the software used by the SBA in order to manage responses to ad hoc requests from senior management and other SBA staff
  • Performs other duties as assigned

What you should have

A bachelor’s degree from an accredited college or university in finance, analytics, mathematics, statistics, or a related field and three years of related experience.  Or any combination of education and/or experience equal to the minimum requirements.

Preferences:

  • Certificate in Investment Performance Measurement or Chartered Financial Analyst credential

Knowledge, Skills and Abilities:

 

  • Ability to communicate effectively, both in writing and orally
  • Ability to develop, plan, and implement short and long range goals
  • Ability to manage multiple projects and tasks simultaneously and demonstrate flexibility necessitated by changing priorities
  • Ability to monitor and maintain quality control standards
  • Ability to understand business processes and to identify and assess risk
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions and to apply professional judgment in making decisions and taking action
  • Dedicated team player with a strong sense of ownership and follow-through skills
  • Excellent organizational skills including the ability to effectively prioritize tasks, consistently produce accurate work, sense of urgency to meet deadlines to meet deadlines and address competing priorities, and to provide detailed documentation that supports processes and results
  • Strong work ethic and ability to exercise initiative and work independently
  • Inquisitive nature that leads to independent research
  • Knowledge of industry best practices for controls, policies and procedures
  • Strong computer literacy (with emphasis on MS Excel, database applications and reporting) and analytical skills (including high level of attention to detail, accuracy and efficiency); ability to look at extensive amounts of data and identify errors
  • Strong interpersonal skills with the ability to interact with internal staff across all levels of the SBA and external organizations, maintain rapport and build trust