性能分析

工作描述
高级运营分析师

yabo亚博网站登录, LLC is an employee-owned multi-asset investment man年龄ment firm based in 圣莫尼卡，加州 that offers strategic leadership in crafting investment programs for foundations, 捐赠基金, 养老金, 经营慈善机构和家庭，推进我们客户的使命, 价值观和目标.

安吉利斯寻求一位积极进取的分析师加入我们的业绩报告团队. 在这个角色中, the primary responsibility of the Performance Analyst is to provide support to our Investment Officers on all aspects of servicing client relationships.

责任

• 准备月度和季度客户演示材料.
• Track and calculate performance metrics for investments, composites, and benchmarks.
• Provide written commentary of man年龄r performance, economic conditions, and capital market results.
• Retrieve and organize monthly and quarterly 状态ments for private investments, 对冲基金和单独管理账户. Maintain spreadsheets that track cash flows and market values for such investments.
• Update fund statistics within a performance software on a monthly/quarterly basis for supplemental use in client presentations.
• 协助处理任何特殊的数据输入请求.
• 协助投资经理处理任何客户报告要求.

需求

• 强大的定量, 分析, 沟通技巧也是必须的, 还有先进的计算机技术, 包括使用Excel的丰富经验, 演示文稿, 和字.
• 注重细节.
• Additional investment software experience (Morningstar Direct, Bloomberg, InvestorForce) is a plus.
• One – three years of accounting experience, or exposure to the investment industry is preferred.
• Prior experience with a monthly/quarterly reconciliation process is advant年龄ous.

Angeles has a hybrid work environment and requires in-office attendance at least once a week. 这可能会在未来发生变化.

补偿

6.5 - 7.5万美元，根据经验. 健康和利润分享福利, CFA费用报销, 包括可自由支配的年度奖金.

过程

Interested parties should send a resume and cover letter (both required) outlining how you meet the requirements 状态d 在这里in and your experience in carrying out the responsibilities listed above to jobs@bukatara.com.

yabo亚博网站登录, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, 宗教, 年龄, 性, 国家的起源, 残疾状态, 遗传学, 受保护老兵身份, 性取向, 性别认同或表达, 或者其他受联邦政府保护的特征, 状态, 或者当地法律.

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