Kforce Inc · 4 days ago
Senior Portfolio Analytics Associate
Wonder how qualified you are to the job?
Maximize your interview chances
ConsultingEmployment
H1B Sponsorship
Insider Connection @Kforce Inc
Responsibilities
Senior Portfolio Analytics Associate will calculate and interpret returns and analytics using both internal systems and vendor-based software; Conduct detailed analysis on system-generated data, identifying anomalies, strengthening data integrity, and enhancing validation techniques
Manage both routine processes and deliverables, as well as ad hoc requests, from stakeholders across the firm and industry; Apply managing deadlines and expectations
Review and maintain transaction and security-level data for FactSet & Bloomberg to ensure accurate portfolio-based reporting
Contribute towards ongoing technology initiatives aimed at self-service alternatives or cross-department efficiencies; Re-engineer workflows, propose innovative solutions, and work diplomatically through projects
Assist with the verification process and firm-wide compliance with GIPS; Aid other groups in their understanding and adherence to performance reporting best practices
As a Senior Portfolio Analytics Associate, you will follow, maintain, and update departmental procedures and documentation
Provide ongoing expertise related to returns, system nuances, and product characteristics
Help with data quality efforts and automation efforts focused on performance and portfolio datasets
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Bachelor's degree in Finance, Economics, or similar quantitative field; Completion, or pursuit, of a MBA, MSF, CFA, or CIPM is strongly desired
5+ years of professional experience in a related Financial Services business preferably in Asset Management
Expert knowledge associated with return analysis, attribution models, and portfolio analytics; Understanding of various return formulas and risk-related metrics as well as their appropriateness of use; Strong investment accounting and security-level acumen
Technical abilities related to SQL, Python, R, Excel, or data-mining techniques looked upon favorably as is working knowledge of Bloomberg, FactSet, Morningstar, eVestment, or other industry software
Willingness to work across different asset classes and platforms while learning and/or enhancing current processes
Critical thinker with an enthusiasm for troubleshooting complexity and intricate systems
Knowledge of industry standards, multiple investment product types, and best practices within performance/attribution/GIPS
Preferred
Purpose-Driven: Starts with Why - in service of our communities, our clients, and each other
Accountable: Operates with autonomy and drives towards results
Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
Grit: Persists in the face of adversity
Lifelong Learner: Employs a growth mindset and strives to become more
Benefits
Medical insurance
Dental insurance
Vision insurance
HSA
FSA
401(k)
Life insurance
Disability insurance
ADD insurance
Company
Kforce Inc
Kforce is a solutions firm specializing in technology and other professional staffing services.
H1B Sponsorship
Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (604)
2022 (772)
2021 (1207)
2020 (914)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-08Acquired· by Beecken Petty O'Keefe & Company
1995-08-25IPO· nyse:KFRC
Recent News
2024-05-06
2024-04-08
Yahoo Finance
2024-04-08
Company data provided by crunchbase