What are the responsibilities and job description for the Analyst, Investment Performance position at Conning?
Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Essential Responsibilities –
Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Commitment to Diversity, Equity and Inclusion
Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
Essential Responsibilities –
- Prepare monthly and quarterly client performance presentation reports. Support ad-hoc reporting requests from clients.
- Perform calculations, analysis, research, and report preparation to support performance measurement, risk, and portfolio management processes and tools.
- Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency.
- Identify, research, and resolve investment performance and performance attribution data anomalies, system issues and/or client inquiries.
- Support the creation and analysis of performance output for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
- Support ad hoc client requests and prospect proposals for portfolio and benchmark performance, characteristic and analytical data.
- Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.
- Bachelor's degree, or equivalent, in accounting, finance, economics or business.
- Prefer candidates with prior investment performance, analytics and/or GIPS experience.
- Prefer candidates who are actively pursuing or have CIPM, CFA, MBA etc.
- Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities.
- Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/investment related tools.
- Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel).
- Solid interpersonal, partnership and relationship building skills.
- Must be precise, thorough and detail oriented.
- Ability to work in a fast-paced environment.
Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Commitment to Diversity, Equity and Inclusion
Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
