Investment Manager

Performance Analyst, New York, NY

Performance Analyst (New York, NY): Our client a $8 billion RIA is looking for a Performance Analyst to join their team and report directly to the Chief Operating Officer. This is a fantastic opportunity to work with multiple groups throughout the firm. This person will be expected to manage the performance commentary writing process, working with traders to produce accurate and informative text, fact checking and improving the quality and flow of the writing. The key aspect of this will be to check portfolio positioning and market movement against what is written in commentary. H/She will also take part in managing the firm’s reporting process end-to-end, resolving day-to-day performance issues, prioritizing requests, and working with Operations and Accounting teams to correct data issues; creating monthly and quarterly reporting packages for clients; responding to ad hoc inquiries from the business development team and creating presentations for investor meetings. They will also provide clients with intra month and monthly performance estimates ahead of accounting NAV finalization. The ideal candidate will have 3+ years of experience with solid understanding of financial markets and fundamentals, with strong financial writing skills, Excel, PowerPoint and SQL. Bloomberg and Bloomberg API experience preferred.

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