What are the responsibilities and job description for the Investment Operations and Performance Analytics Associate position at McCain Stewart?
The Role: Investment Operations and Performance Analytics Associate
My client is a leading independent RIA and wealth management firm with strong mission aligned investment solutions (ESG).
The role is for an Investment Operations and Performance Analytics Associate, and sits at the intersection of investment analytics and operational efficiency.
The role will divide its time between Investment Performance and Analytics, such as producing monthly and quarterly investment performance reports for clients across multiple asset classes, leading data integrity initiatives, creating compelling client presentations via Addepar, Powerpoint and Excel, supporting the VP of Analytics in developin and enhancing reporting methodologies and monitioring and analyzing performance trends. Additionally, this role will support, manage and optimize data connections and account opening across multiple bank and brokerage platforms, drive efficiency improvements and alternative investing reporting and collaborate with investment operation managers to streamline processes.
Familiarity with the following is required:
Addepar
PowerPoint
Excel
Canoe
Bloomberg
FactSet
e Vestment
CRMs
GIPS knowledge and implementation experience strongly preferred
Securities licenses strongly preferred
Candidate should have at least 5 years of experience in a similar role, an analytical mindset, excellent communication skills, and be a self starter with the ability to work independently.
The firm has a collaborative environment with frequent interaction with senior leadership, mentorship and an opportunity to engage in sustainable, mission driven investment practices.