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Atlas Search · 2 days ago

Performance Analyst - Family Office

NYC Metro Area

Full-time

Onsite

New Grad, Entry Level

$90K/yr - $110K/yr

Atlas Search is a company focused on providing specialized recruitment services, and they are seeking a Performance Analyst to ensure the accuracy of portfolio investments and monitor performance trends. The role involves calculating performance metrics, responding to reporting requests, and producing detailed reports for the investment team.

FinanceRecruitingStaffing Agency

Growth Opportunities

Hiring Manager

Lawrence Seddon

Responsibilities

Verify accuracy of portfolio investments, benchmark performance results, and monitor performance trends

Calculate daily, monthly, and quarterly performance for multiple equity, private equity, and hedge fund strategies

Daily monitoring of performance exceptions and responding to internal requests for issue resolution and act as a point person between third party vendor and team

Respond to custom investment reporting requests and monthly production needs. Take initiative in developing new reports

Produce detailed, specific reports for family and investment team

Maintain and review composites to support Global Investment Performance Standards (GIPS) reporting

Provide portfolio investment measurement insight to professionals at all levels

Qualification

Performance analysisInvestment reportingGIPS complianceData analysisCommunication skills