Senior Analyst/Associate, Performance & Analytics
Tasks
- Automate reporting and analytics workflows
- Calculate returns and benchmarks
- Document procedures and internal controls
- Improve reporting workflows
- Investigate return anomalies
- Perform performance attribution analysis
- Prepare performance reports
- Provide guidance and training
- Respond to ad hoc performance requests
- Troubleshoot performance data discrepancies
- Validate performance data
Perks/Benefits
- Defined benefit pension plan
- Flexible remote work 1 day per week
- Health and dental benefits
- Paid time off
Skills/Tech-stack
Benchmarking | Excel | Excel VBA | GIPS | Money-weighted return | Performance attribution | Power BI | Power Pivot | Power Query | Private markets | Python | SQL | Tableau | Time-weighted return
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Roles
Regions
Countries
States
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