Investment Consulting Performance Analyst

About the Role

Investment Consulting Performance Analyst (Hybrid in Atlanta, GA or Chicago, IL or Norwalk, CT)

Key Responsibilities

• Support consultants and clients in all aspects of data-related work using technical, analytical, and communication skills.
• Take accountability and ownership of work.
• Balance financial account statements for clients’ investment portfolios.
• Audit rates of return and reconcile discrepancies between performance system calculations and those calculated by custodians and/or investment managers.
• Finalize financial information from multiple sources to prepare quarterly investment performance reports.
• Gather manager research documents pertinent to clients’ portfolios and bring them to the attention of senior client team members.
• Update Risk Analyzer with cash flows to produce defined benefit client dashboards.
• Respond to ad hoc requests from clients and/or consultants.
• Compose written interpretations of investment portfolio results and prepare discussion guides for client meetings.
• Meet with senior members of client teams to discuss relevant client matters and/or issues.

Qualifications

• Excellent technical and analytical skills.
• Outstanding accuracy and attention to detail.
• Basic knowledge of capital markets and investments and/or keen interest in developing.
• Proficiency with specific software packages (e.g. Microsoft Office).
• Bachelor’s degree (majors such as accounting, business administration, economics, finance, mathematics, and statistics are generally preferred).
• Demonstrates excellent writing and communication skills.