Performance Reporting Analyst

Company Overview:

A leading investment advisor with over $30 billion in assets under management, specializing in the global high yield market, is seeking a Performance Reporting Analyst. This role offers the opportunity to work on a lean team and contribute to the firm's investor and prospect deliverables.

Job Responsibilities:

• Participate in the creation and review of investor and prospective client data/performance reporting materials.
• Review investor materials generated by the Investor Relations team, including newsletters, pitchbooks, DDQs, and requested investor templates.
• Become a firm expert on all available data sources such as accounting, risk, exposure, return, attribution, and benchmark.
• Liaise with Marketing and Portfolio Management teams to generate carve-out returns for prospective clients and new product development.
• Assist with ad hoc projects.

Qualifications:

• 1-3 years of experience, particularly with an investor reporting and/or finance background.
• Advanced knowledge of Microsoft Suite, particularly Excel, PowerPoint, and Microsoft Word.
• Prior experience at an accounting firm or asset manager; CPA preferred.

Compensation: Salary: $105,000 – $115,000, Plus Bonus

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