What are the responsibilities and job description for the Investment Performance Analyst position at Alan Biller?
Alan Biller and Associates is seeking a highly motivated Performance Reporting and Investment Operations Analyst to join our team. As a Performance Analyst you will work internally with other Analysts and with our Research and Consultant groups, as well as externally with custodian banks, investment managers and administrators. You will also be responsible for responding to client and manager inquiries and coordination of cash movements. We use Investment Metrics/PARis system for our reporting.
Responsibilities:
- Gather financial data from various sources including Investment Managers, Custodians and Recordkeepers.
- Enter client and manager data into reporting system as well as calculating, analyzing, and reporting performance.
- Reconciliation of manager/composite returns and monitoring as well as reconciling data used within reporting systems.
- Coordinate cash movements, review, edit and proofread materials as requested, assist with the monitoring, and review of client investment policies, and assist with the completion of client subscription materials for new investments.
- Ensure accurate and timely reporting preparation.
- Assist with special projects.
The Ideal candidate will have:
- Bachelor’s Degree; preferably in Finance, Accounting or related field
- Interest in pursuing a CFA and CIPM
- A minimum of three years of relevant experience
- Familiarity with InvestmentMetrics PARis or other performance reporting software
- Solid quantitative and analytical skills
- Superior written and verbal communication skills
- Proficiency with Excel, Morningstar, Bloomberg, eVestment and Prequin
- A self-starter with strong organizational skills and problem-solving skills
- A keen attention to detail
- High comfort level with working independently and meeting tight deadlines
Benefits
We offer a full complement of benefits, including a 401(k), and a “take what you need” time off policy.
The base salary for this position is $75,000 to $85,000 range, plus bonus. In determining the base salary, relevant and number of years’ experience are considered.
The Firm has a practice of promoting from within and rewards significant contributions to the company.
Alan Biller and Associates is a small, privately held investment consulting firm that provides full service investment consulting to over 90 multi-employer, corporate and public employee benefit plans. We have been in business since 1982 and currently our assets under advisement are in excess of $100 billion, representing all asset classes. Our business has grown through referrals and we pride ourselves on complete independence, analytical expertise, fiduciary status, and integrity. We hire the best and the brightest, and because of our size and culture, every employee has a chance to make a significant contribution. For further information, please visit our site at www.alanbiller.com.
Salary : $75,000 - $85,000
