Alan Biller and Associates · 19 hours ago
Investment Performance Analyst
United States
Full-time
Remote
Mid Level
$80K/yr - $90K/yr
3+ years expAlan Biller and Associates is seeking a highly motivated Performance Reporting and Investment Operations Analyst to join our team. In this role, you will collaborate with internal analysts, research and consulting groups, and external service providers to handle client and manager inquiries and coordinate cash movements.
AdviceConsultingFinancial ServicesRisk Management
Responsibilities
Prepare investment performance reports for institutional clients (Pension Plans, 401k, Health & Welfare)
Verify and reconcile manager and composite returns
Monitor and maintain data integrity within reporting systems
Deliver accurate, on-time reporting packages to clients
Support special project initiatives and ad-hoc analysis as needed
Qualification
Required
Bachelor's Degree; preferably in Finance, Accounting or related field
Interest in pursuing a CFA and/or CIPM designations
A minimum of three years of relevant experience
Familiarity with InvestmentMetrics PARis or other performance reporting software
Solid quantitative and problem-solving skills; meticulous attention to detail
Superior written and verbal communication skills
Proficiency with Excel, Morningstar, Bloomberg, eVestment and Prequin
Self-starter, highly organized, able to work independently and meet tight deadlines
Benefits
401(k)
Take what you need time off policy
Company
Alan Biller and Associates
Alan Biller and Associates is an investment consulting firm that offers advice on investment and asset allocation policies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Alan Biller
Founder, Principal, Chairman
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