Performance & Operations Associate

Charlottesville, VA

Job Reference #1864

Our client, an established investment management firm, is seeking a motivated, enthusiastic professional to join their team in a position focused around performance analytics.  This position will report to the CFO of the firm who is an exceptional accountant and tremendous mentor.

Key Points

  • Unique opportunity to expand hedge fund industry knowledge with one of the most reputable firms
  • A collaborative team and collegial work environment
  • Fund has been a top performer amongst its peers (top 5%) over the past 10 years
  • 100% paid for benefits for employee and family 
  • Hours: 8am – 5:45pm; no weekends and rarely work past 6pm with a hybrid work from home policy

Responsibilities

  • Take full responsibility for fund and performance related data
  • Monitor and track data in Addepar and continue to develop the program
  • Support the investment team by creating the performance package and answering related questions
  • Track portfolio data; coordinate monthly and year-end portfolio reporting
  • Collaborate with the CFO and CCO on operational and accounting matters

Qualifications

  • Bachelor’s degree and at least 3 to 7 years of relevant experience in performance, operations, accounting, or finance
  • Exceptional Excel skills with a history of high performance
  • Proactive approach to work, takes ownership of tasks along with an ambition to take career to the next level through hard work 
  • Fund accounting experience a plus
  • Dedicated, pro-active, problem-solving mindset

Compensation: $120-$150k Base; up to $240k all-in