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Investment Performance Analyst Jobs

Investment Performance Analyst Jobs
By LHH At San Antonio, Texas Metropolitan Area, United States
Bachelor’s degree in Accounting or Finance, Master’s preferred
2+ years of recent and relevant experience required
Experience preparing investment account reconciliations
Experience analyzing investment results and investigation of variances
Liaise with parent company executives regarding company investments
Maintain compliance with SOX regulations
Investment Performance Analyst Jobs
By Kayne Anderson Rudnick (KAR) At , Los Angeles, Ca $84,000 - $125,000 a year
Bachelor’s Degree in Economics, Finance, Statistics or equivalent
3 to 5 years’ relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Strong communication skills; with the ability to explain detailed messages to internal stakeholders
Investment Performance Analysis, Officer
By State Street At Boston, MA, United States
Communicate, manage, execute, monitor and review change management (new funds-aggregations-indices-investment structure, etc.).
2+ years of Investment Performance and Analytics experience and / or solid knowledge of investment performance analysis
Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables.
Effective communication and ability to manage day to day client inquiries and engage with investment staff and internal State Street teams
Desire to further knowledge in the investment performance field and take on increasing responsibility
BS/BA in accounting, finance or economics related area
Accounting & Performance Investment Operations Associate
By PGIM At Newark, NJ, United States
Business, Engineering, Math majors, or majors with skills that align to the position, and a minimum GPA of 3.0
Familiarity with Fixed Income instruments through completing relevant coursework, internships, or other experience
Excellent written, verbal communication, and interpersonal skills, including the ability to effectively give/receive feedback and share ideas
Knowledge of SQL and ability to work with databases and large datasets a plus
An entrepreneurial spirit with a willingness to learn and develop new skills
Work within the team to produce and verify portfolio returns and NAVs across different investment vehicles
Investment Performance Analyst Jobs
By Jones Capital At , Houston, Tx
1 to 5 years of prior work experience within the finance, consulting, or asset management fields
Bachelor's degree with a strong academic record - Finance, Accounting, Economics, Business or related field is preferred
Experience with Addepar, Solovis, Caissa, or other performance aggregation tools
Keen attention to detail • Ability to self-initiate and execute responsibilities
Confident, yet humble with the ability to listen • Ability to multi-task, manage, and prioritize a variety of projects
Typical package of benefits including health, dental, vision, 401(k) matching, paid time off, etc.
Investment Analyst Jobs
By Wellings Capital At Lynchburg, VA, United States
Manage operator/deal pipeline workstreams from initial screening to closing using Asana and Dropbox
Help monitor existing investments and support the IR and finance team as needed
2+ years of experience in real estate, private equity, consulting, and/or investment banking
Superb communication skills, both written and verbal to work closely with entire investment team, including direct interactions with Wellings Capital Partners
Increase underwriting capacity to at least 5 pre-screened operators/deals per month
Gain a strong understanding of Wellings Capital’s existing portfolio, funds, and operators
Investment Analyst Jobs
By RETS Associates At Redwood City, CA, United States
• 1-4 years of relevant experience
• Superior analytical, quantitative, and technical skills
• Excellent written and verbal communication skills
• Corporate finance and accounting backgrounds preferred, but not mandatory
• High integrity with a strong work ethic and attention to detail
• Undergraduate degree with 3.5 GPA or higher
Investment Analyst - Investment Solutions
By Security Benefit At Des Moines, IA, United States
Assist loan portfolios' management, including interest calculation, financing, pricing, audit/finance/investment operation requests, legal documentation, regulatory matters, analytics review, and performance update.
Experience requirements range from new graduate to 1 year experience in a Finance/Investment Operations/Data/Reporting role
Bachelor's degree required, preferably in Finance, Economics, Business Administration, Data Science or related fields
Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications
Form and maintain business relationships by interfacing with borrowers and other counterparties.
Basic understanding of Power Query or Python is a plus
Investment Analyst Jobs
By BMA Group At , San Juan, Pr $65,000 - $85,000 a year
Ability to independently manage and maintain client's book of business.
Comply with all regulatory requirements.
Excellent interpersonal and communication skills.
At least 2 years in a Financial Advisor role or equivalent financial services experience
A minimum level of education of Bachelor's degree.
Provide high level of individualized, comprehensive financial plans and strategies.
Investment Analyst Jobs
By Canterbury Consulting At , Newport Beach, 92660, Ca $66,000 - $74,000 a year
Excellent written and verbal communication skills and the desire to communicate frequently to achieve desired results
Strong analytical ability combined with excellent implementation skills
Completion of a four-year degree in Finance or related field.
Intellectual curiosity and a strong interest in the financial markets
An extremely high level of attention to detail and quality
The ability to multi-task, balance competing priorities, and meet deadlines
Performance Analyst Jobs
By The TCW Group At Los Angeles, CA, United States
Interface with investment management, client servicing, and operations staff regularly to address performance inquires and complete related requests
Proficient in Excel with demonstrated knowledge and experience in formula writing
Manage the performance validation process in the assigned areas by reviewing and validating daily and monthly security and portfolio performance
Bachelor’s Degree in Finance, Economics, Accounting or related field
1 – 3 years of experience in portfolio performance validation
Solid knowledge of fixed income and equity securities
Web3 Investment Analyst Jobs
By 3x Capital At New York, United States
- Learners community of Web3 startup founders, crypto professionals, and experienced investment professionals from VC funds;
- Gorgeous experience of internship training that will be conducted in Metaverse;
- Experience in investments on the personal or institutional side for at least 1 year;
- Relevant academic focus, e.g. finance/economics and engineering;
- Team player, with excellent interpersonal and communication skills;
- 10-weeklong comprehensive study course;

Are you looking for an exciting opportunity to analyze and report on investment performance? We are looking for a motivated Investment Performance Analyst to join our team and help us maximize our investments. You will be responsible for developing and maintaining performance metrics, analyzing investment performance, and providing insights to help us make informed decisions. If you have a passion for finance and a knack for data analysis, this could be the perfect job for you!

Overview An Investment Performance Analyst is responsible for analyzing and evaluating the performance of investments and portfolios. They use financial data and market research to identify trends and make recommendations to clients and investment managers. They also provide advice on how to maximize returns and minimize risk. Detailed Job Description An Investment Performance Analyst is responsible for analyzing and evaluating the performance of investments and portfolios. They use financial data and market research to identify trends and make recommendations to clients and investment managers. They also provide advice on how to maximize returns and minimize risk. Investment Performance Analysts must be able to interpret financial data and understand the implications of market changes. They must be able to communicate their findings in a clear and concise manner. Job Skills Required
• Strong analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis software
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant work experience in the financial services industry
• Professional certification such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
Job Knowledge
• Knowledge of financial markets and investments
• Understanding of financial analysis techniques
• Knowledge of financial analysis software
• Understanding of portfolio management strategies
• Knowledge of risk management techniques
Job Experience
• Relevant work experience in the financial services industry
• Experience in analyzing and evaluating investments and portfolios
• Experience in providing advice on investment strategies
Job Responsibilities
• Analyze and evaluate investments and portfolios
• Identify trends and make recommendations to clients and investment managers
• Provide advice on how to maximize returns and minimize risk
• Interpret financial data and understand the implications of market changes
• Communicate findings in a clear and concise manner
• Monitor market changes and adjust strategies accordingly
• Prepare reports and presentations for clients and investment managers