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Job Order:
0880-007-811

Job Type:
Permanent

Title:
Performance Analyst

Location:
St. Louis

Description:
Summary/Responsibilities:
Established investment consulting firm seeks a Performance Analyst to join their firm in a role focused on maintenance/development of the performance reporting process as well as providing support to internal consultants and other business partners related to performance reporting.
Manage/coordinate data collection from investment managers/custodians
Establish client accounts on reporting system
Create/produce client report packages
Reconcile return information collected from sources
Maintain data feeds into/out of client reporting system
Prepare management level reports analyzing data extracted from performance system including client/manager/return information.

Requirements:
Bachelors in Finance or Accounting required
2-3 years financial services experience required
Working knowledge of investment products
Previous experience using Advent products desirable
Advanced working knowledge of Excel spreadsheets required


Category:
Alternative Investments // Asset Management // Consulting

Contact:
matt@bcius.com