REMOTE - Intermediate Investment and Performance Analyst to manage complex investment performance and attribution reporting for multi-billion-dollar client

Our public sector client is looking for an Intermediate Investment and Performance Analyst to manage complex investment performance and attribution reporting for multi-billion-dollar clients.

Initially 6 months contract with chances of extension. 35 hours/week. Fully remote based on PST time zone.

Must have:

• 3-5 years’ institutional investment experience, preferably in performance measurement
• Completion of CIPM, CFA, or CPA designation preferred (an equivalent combination of education, training, and experience may be considered)
• An understanding of asset class behavior and capital markets
• Data management experience, e.g., data modelling and manipulation

Nice to have:

• Proficiency with SimCorp Dimension, SQL, Python or PowerBI

RESPONSIBILITIES

• Produces performance reports and presentations on time, with total accuracy
• Monitors the accuracy and integrity of the underlying data and methodological approach
• Develops and improves workbooks, reports, and processes
• Prepares analysis and written material explaining issues or anomalies in performance results
• Responds to ad-hoc requests from other departments/clients on a timely basis
• Reviews existing operations and identifies processes that can be improved
• Reviews and implements new systems or upgrades as required
• Participates in business planning, change management, and corporate initiatives as needed
• Completes performance reports and checks in a timely manner
• Validates and explains performance results
• Investigates and resolves return anomalies through effective collaboration with colleagues in Performance team and across functions
• Supports ad-hoc requests related to performance data
• Supports audit, internal control, and process procedure documentation