Investment Perf & Analytics Analyst (Hybrid)

Non-Registered Fingerprinted role under FINRA guidelines requiring fingerprinting and completion of required forms.

Responsibilities

• Analyze investment performance data and communicate insights to senior management, field, and home office teams.
• Assist in performance reporting projects to identify and fix reporting defects.
• Prioritize performance reporting enhancements based on feedback from multiple sources.
• Perform data quality checks and resolve errors in data with vendor(s).
• Produce and validate marketing materials used by the Field to define Advisory models and strategies.
• Load data to Field analytical tools such as Morningstar and Ycharts to assist in quantitative analysis.
• Summarize analysis into user-friendly deliverables by translating technical data into business-appropriate communications and recommendations, including process change suggestions.
• Report analytical results and recommendations in written, verbal, and presentation formats.
• Other responsibilities as assigned.

Requirements

• Bachelor’s degree in finance, accounting, math, statistics, business, or a related field.
• Understanding of investment accounts, including Brokerage, Advisory, and Direct-to-fund.
• Knowledge of investment vehicles such as stocks, bonds, ETFs, mutual funds, and illiquid alternatives.
• Familiarity with business processes, including research and data analysis.
• Understanding of investment performance calculations (IRR, TWR) and performance statistics.
• Knowledge of portfolio risk exposures and benchmark characteristics.
• Familiarity with performance attribution methodologies.
• Expertise in analytical tools such as MS Excel, Business Objects, and PowerBI.
• Proven problem-solving skills and experience in research, quantitative analysis, and analytical techniques.
• Strong aptitude and desire to learn new platforms, investment products, strategies, and analytic tools.
• Ability to generate innovative ideas and recognize the need for new or modified approaches.
• Demonstrated ability to gather and analyze information systematically, grasp complexities, and perceive relationships among problems or issues.
• Initiative to independently prioritize and develop deliverables while collaborating as a team player.
• Ability to deliver results and recommendations in written, verbal, and presentation formats tailored for a business audience.
• Ability to work effectively with people at all levels.

Skills

• Engineering Expertise & Practices (NM) - Beginner
• Data Solutions (NM) - Beginner
• Data Access (NM) - Beginner
• Business Application (NM) - Beginner
• Strategic Thinking (NM) - Beginner
• Adaptive Communication (NM) - Beginner
• Business Acumen (NM) - Beginner
• Data Architecture (NM) - Beginner
• Data Analytics (NM) - Intermediate
• Cross Functional Partnering & Planning (NM) - Beginner
• Data Literacy (NM) - Intermediate
• Data Lifecycle (NM) - Beginner
• Metadata Management (NM) - Beginner
• Root Cause Analysis & Decision Quality (NM) - Beginner
• Data Security (NM) - Beginner
• Analytical Thinking (NM) - Beginner
• Data Modeling (NM) - Beginner
• Data Integrity (NM) - Beginner
• Data Governance (NM) - Beginner

Pay

Compensation range: $75,600.00 – $113,400.00. Final salary is based on skills, experience, location, and other factors uncovered during the hiring process. Geographic-specific pay structures may apply for candidates in California, New York City, or other eligible locations.

Benefits

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups