Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed:
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
Please contact us through our contact pageor send your resume and cover letter to info@taiberkosmala.comfor consideration.
...aircraft when needed ~Position beverage and luggage carts around the ramp area ~Works outdoors in various weather conditions ~Work... ...team, and to see what a day in the life of a Fleet Service Agent looks like! What you'll do (cont.) General Report to position...
...facilitate the game by providing the rules of the game to participants, according to established requirements. Ability to calculate odds quickly and accurately to pay winning bets and collect losing bets. Ability to determine the appropriate chip denominations for...
...General Pediatrician - Toms River (Silverton Pediatrics) Contact a Physician Recruiter Job ID: 1133586 Location Opportunity Criteria Specialty: Pediatrics Profession: Physician (MD,DO, Resident) Details Opportunity Details RWJBarnabas Health is...
...career grow! Job Description The Domino's Commercial Truck Driversafely drives company commercial vehicle over or on... ...life Insurance ~401k matching contributions ~15% off the purchase price of stock~ Company bonus~ Safety bonus ~ Referral...
...global theme park destinations, consumer products, and experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, NBC Sports, Telemundo, NBC Local Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and...