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Posted: Tue Aug 01 2023

Investment Performance Analyst

Los Angeles, California

Direct Hire

Investment Performance Analyst | Los Angeles (Hybrid)

Leading Registered Investment Advisor seeks experienced analyst to join their team focused on performance, analytics, and risk.

Maintain/validate GIPS composites
Lead annual GIPS examination effort
Produce daily/weekly/monthly/quarterly performance reports/analysis
Produce timely delivery of client reporting and create custom reports
Respond to internal ad-hoc requests for data (performance/client/portfolio analytics) from various stakeholders
Respond to RFPs/RFIs for performance/analytics related data
Participate in special initiative projects as needed
Ensure policies/procedures are implemented/documented
Recommend/implement process changes as needed to increase timely/accurate delivery of performance data

Bachelor’s degree in economics/finance/statistics or related field
3-5 years’ relevant experience
Knowledge of GIPS and performance measurement concepts
Proficiency in MS Excel (sort/search/link/pivot tables/formatting/formulas/macros/VB/etc.)
Ability to quickly learn new systems and software
Experience with Sylvan, GWP, Bloomberg, FactSet, and SPAR is a plus
Progress towards CIPM, CFA is a plus
Ability to handle multiple projects/tasks simultaneously while meeting deadlines
Strong communication skills with the ability to explain detailed messages to internal stakeholders
Team player with the ability to work well independently and within a team

The target base salary range for this role is $85-130k plus discretionary bonus. Actual salary will be influenced by a wide array of factors including but not limited to skill set and experience level.

Brokerage Consultants Inc.