« Back to Summary
Details
  • Location: New York NY
  • Type: Perm
  • Job #26068

Company Overview:
A leading investment advisor with over $30 billion in assets under management, specializing in the global high yield market, is seeking a Performance Reporting Analyst. This role offers the opportunity to work on a lean team and contribute to the firm's investor and prospect deliverables.

Job Responsibilities:

  • Participate in the creation and review of investor and prospective client data/performance reporting materials.
  • Review investor materials generated by the Investor Relations team, including newsletters, pitchbooks, DDQs, and requested investor templates.
  • Become a firm expert on all available data sources such as accounting, risk, exposure, return, attribution, and benchmark.
  • Liaise with Marketing and Portfolio Management teams to generate carve-out returns for prospective clients and new product development.
  • Assist with ad hoc projects.

Qualifications:

  • 1-3 years of experience, particularly with an investor reporting and/or finance background.
  • Advanced knowledge of Microsoft Suite, particularly Excel, PowerPoint, and Microsoft Word.
  • Prior experience at an accounting firm or asset manager; CPA preferred.

Compensation:
Salary: $105,000 – $115,000, Plus Bonus

Click to upload or drag and drop
DOC, DOCX, PDF, HTML, or TXT (max. 800x400px)

We are uploading your application. It may take a few moments to read your resume. Please wait!

Apply Now
Refer this job
Know someone who would be a great fit?
Let them know!
icon icon icon