Location: San Francisco, CA Description: Our client is currently seeking a Performance Analyst.
For immediate consideration please forward a copy of your resume to
Key Experience:
Experience with Blackrock Aladdin, Factset and Morningstar
This job will have the following responsibilities:
Compile, calculate and analyze fund performance and other fund data to develop reports and analyses that explain the factors driving investment results.
Information developed by the team is used by internal business partners, such as senior management and governance committees, who oversee the funds' performance to monitor how our funds are tracking relative to expected targets and competitors.
You will support business development by designing, developing and delivering data, content and other information about our funds' performance and portfolio attributes.
The resulting content or data is then published in various internal and external channels, including our website, survey submissions, third-party databases and marketing and regulatory communications.
To do your job, you will leverage various applications including Morningstar, Blackrock Aladdin, Bloomberg and Factset, so prior experience with those applications is preferred.
Qualifications & Requirements:
3-5 years of experience within the financial services industry, ideally in mutual fund or investment performance reporting and analysis and/or attribution, especially with Money Funds
Experience with Blackrock Aladdin, Factset and Morningstar preferred
Expert knowledge of Microsoft Office products, especially Excel
Attention to detail, and the ability to multi-task and work efficiently
Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning and organization skills
Strong analytical and problem solving skills
Excellent written and verbal communication skills
For immediate consideration please forward a copy of your resume to
Contact:
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.
