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Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Support reporting needs for investment performance, Index data, GIPS composites, & Peer analysis
- Maintain performance measurement systems for calculation of portfolio returns
- Investigate anomalies in performance and find solutions to align results across platforms
- Ensure performance accuracy by performing quality control checks with a high level of attention to detail
- Assist in the development, automation, and enhancement of performance reports
- Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
Requirements
What you’ll need- 3+ Years of experience in investment performance calculations, reporting, and/or analysis fundamentals
- Bachelor’s degree in business (Finance, Mathematics, Accounting, Economics)
- Experience with Microsoft Excel including advanced formulas, data sorting, and modeling
- Experience utilizing desktop automation tools (VBA Excel/Access)
Benefits
Comp & perks- Health insurance
- Superior retirement program
- Highly competitive health, wellness and work life offerings
ATS Keywords
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Hard Skills & Tools
investment performance calculationsreportingdata analysisperformance measurement systemsquality controlautomationadvanced Excel formulasdata sortingmodelingVBA
Soft Skills
attention to detailcollaborationtime management