US Tech Solutions · 1 week ago
Investment Performance Analyst
United States
Contract
Remote
Entry, Mid Level
$43/hr - $45/hr
2+ years expUS Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. They are seeking an Investment Performance Analyst to join their Investment Performance Team, where the successful candidate will be responsible for performance calculations, reporting, and analytics to support investment decisions and strategy for the client’s investment book of record.
Information Technology
Hiring Manager
Pooja R.
Responsibilities
Maintain and oversee daily time weighted rate of return calculations across the Client enterprise performance book of record
Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
Calculate, review and explain performance results
Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observations
Maintain performance measurement and analytic systems for calculation of portfolio returns and statistics
Serve as subject matter expert on fundamental performance concepts
Assist in the development, automation, and enhancement of performance reports
Build and maintain constructive working relationships with internal stakeholders
Escalate risks promptly and participate in resolution actions
Contribute to the upkeep of procedural documentation
Identify improvements to create scale, reduce risk and add value
Qualification
Required
Demonstrate proficiency in investment performance analysis concepts including measurement techniques and industry best practices for calculation and reporting methods
Have strong attention to detail and accuracy especially while employing large data sets
Be process oriented with ability to recognize opportunities for improvement and streamline tasks
Be able to multi-task, prioritize and meet deadlines in a fast-paced environment
Demonstrate skills in problem identification and resolution of complex issues
Exhibit ownership and accountability for completing all deliverables timely and accurately
Communicate effectively within the team, project groups and business partner and stakeholder communities
Build productive working relationships with colleagues and contribute to a positive culture
Be highly organized and adaptable to support change in a high-volume, fast-paced environment
Participate in cross-functional working groups and project teams
Support a productive, satisfying team environment consistent with Client's culture and ethics principles
Maintain and oversee daily time weighted rate of return calculations across the Client enterprise performance book of record
Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
Calculate, review and explain performance results
Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observations
Maintain performance measurement and analytic systems for calculation of portfolio returns and statistics
Serve as subject matter expert on fundamental performance concepts
Assist in the development, automation, and enhancement of performance reports
Build and maintain constructive working relationships with internal stakeholders
Escalate risks promptly and participate in resolution actions
Contribute to the upkeep of procedural documentation
Identify improvements to create scale, reduce risk and add value
2+ years of experience in performance calculation, reporting and/or analysis functions
Advanced Microsoft Excel skills
Preferred
Experience using Eagle PACE and/or FactSet performance calculation and reporting capabilities
Experience utilizing SQL, R, or Python preferred
CIPM Preferred
CFA Preferred
Company
US Tech Solutions
US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Manoj Agarwal
Chief Executive Officer
Recent News
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