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Investment Performance Analyst Jobs in California

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 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 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

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