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)
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.
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