Performance Analyst
Description:
This is a great opportunity for someone with +/- 2 years of experience to join a fast growing company that offers a lot of career upside potential. The Performance Analyst will ensure the timely and accurate calculation, analysis, and reporting of investment performance data for all portfolios of assigned clients
Responsibilities:
- Perform daily and monthly calculation, reconciliation, control and outlier reporting of performance for assigned client’s portfolios, and benchmarks
- Prepare and analyze monthly performance and attribution reporting
- Create and update composite benchmarks
- Address ad hoc inquiries from the client for performance analysis such as providing explanations of performance fluctuations and anomalies
Requirements:
- Minimum of a BS degree in Accounting or Finance, 2+ years of investment accounting or equivalent work experience
- Strong analytical skills and ability to remain highly organized while maintaining strict attention to detail
- Strong communication skills including liaising differences in returns with client and asset managers
- Ability to multi-task effectively
Salary:
$55,000-$65,000Location:
Greater Hartford, CTContact Us to Discuss this Position
Phone Contact: 860.249.7120
Address:
Career Moves, LLC
100 Pearl Street, 14th Floor
Hartford, CT 06103-4506