Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed:
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to info@taiberkosmala.comfor consideration.
Volvo Cars of Manhattan is an elite new and pre-owned retailer of Volvo vehicles conveniently located in New York City, respected as one of the most successful luxury and performance automotive dealers in the world. We are committed to service and building long lasting...
Labor & Delivery Shift: 3, 12 hour Nights Years of experience: 2 year(s) Travel experience: Required Patient Ratio: 1:2 Number of rooms/beds: 14 Certifications: ACLS, AWHONN Advanced, AWHONN Beginner, or AWHONN Intermediate, BLS, NR Holiday RTO: Traveler must work 2 out...
...Work from Home Data Entry & Administration Flexible Online Role About the Job We are seeking organised and reliable individuals... ...and office duties that support client projects and business operations. Responsibilities include updating digital records,...
...change the world. About This Role As the Short-Form Video Editor, you will create engaging and viral short-form content across Jubilee... ...work model Were in the El Segundo office 3 days a week and remote for 2. So, youll need to be local or ready to make the move!...
...broker/freight forwarder requests (CEVA, DHL, & UPS). HTS classification and ACH statement review for assigned service providers CBP entry review and logging Internal compliance requests Logistics: Import LSP invoice review and coding (CEVA, DSV)...