Results Analyst

Irvine, CA | Freelance | Job ID #57930 |
Posted Last Month
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Our client, a top financial company is looking to hire a Results Analyst for a 12+ month assignment. This person will be responsible for working in excel to complete data retrieval and report configurations. Advanced Excel and strong communication skills are necessary to be successful in this role.

  • Investment results measurement – calculating, validating, maintaining, and interpreting portfolio investment results for separately managed accounts, mutual funds and composites
  • Investment results evaluation and risk analysis – calculation and interpretation; portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration and overlap, portfolio turnover, etc.)
  • Data analysis – Validating and integrating data from multiple platforms or products to build custom exhibits; using various tools to pull and manipulate data
  • Client Service Team support – explaining calculations, researching issues, and fulfilling ad hoc reporting and data requests
    Monitor and liaise with external vendors – Ensuring external vendor adherence to agreed-upon accuracy and timeliness standards, using existing controls and procedures
  • Process optimization – Proposing recommendations for enhancements, process and control improvements. Developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks
  • Ensuring compliance – developing, maintaining and adhering to procedures to ensure SEC and GIPS compliance
  • Project support – partnering with other business units, our Information Technology Group, or external vendors
  • Candidates are preferred to have a Bachelor’s degree in business, accounting, finance, mathematics, economics, statistics, computer science, MIS or other quantitative field
  • Excellent problem solving skills and intellectual curiosity
  • High service orientation, integrity, and ownership of work
  • Interpersonal savvy and an ability to work effectively in a team environment
  • Knowledge and interest in finance and asset management
  • An ability to analyze both data and processes
  • Intermediate to advance Excel and Access skills (macros, functions, charting, pivot tables, tables, queries, forms, modules)
  • Investment operations background in a performance measurement or portfolio accounting capacity
  • Prior experience in support of the high net worth wealth management business
  • Prior experience with related systems (e.g., FactSet Portfolio Analysis, MorningStar Direct, BI-SAM B-One, Advent APX)

Employer Details:

  • Onward Search is an equal opportunity employer, dedicated to a policy of non-discrimination in an employment with regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, veteran status or any other classification protected by federal, state and local laws and ordinances. Candidates must be at least 18 years old to be considered for employment. EOE/M/F/D/V/SO.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
  • The client is unable to support 1099 / Corp-to-Corp or Independent Contractor arrangements at this time. All freelancers will be paid as W2 employees.
  • Onward Search is a drug-free workplace.


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About Onward Search

Onward Search helps connect creative, marketing, and technology talent with top jobs at the nation's most recognized companies and digital agencies. We offer a full range of recruitment and staffing solutions to include freelance / contract, temp-to-perm, and permanent placement.