Performance Analyst

Performance Analyst

Requirements

• Bachelor’s Degree In business or commensurate work experience. (Required)
• Working knowledge of and prior experience with administration of equity and fixed income securities, performance portfolios and portfolio composites. (Required)
• Excellent analytical ability and numerical skills.
• Advanced knowledge of portfolio and composite performance calculations (including linking, weighting, dispersion, etc.).
• Advanced knowledge of the Global Investment Performance Standards with ability to obtain GIPS performance certification.
• Must be detail-oriented.
• Ability to develop and document procedures and activities.
• Ability to prioritize and organize tasks and work independently.
• Ability to work on multiple tasks simultaneously.
• Excellent oral and written communication skills with ability to resolve issues across various management levels.
• Ability to deal with confidential information.
• Willingness to assist others and be a team player.
• Advanced knowledge of Microsoft Excel and Word.
• Ability to quickly gain working knowledge of Eagle pace, Advent Axys, PAM and possibly other software packages.
• CIPM designation or working toward. Upon Hire (Required)

Responsibilities

• Oversee the calculation and delivery of portfolio and composite performance on a daily basis.
• Direct the resolution of any performance issues that arise.
• Review and distribute all equity and fixed income attribution data and reports to Portfolio Managers and Senior Management within FWIA.
• Provide comprehensive risk management reporting package to FWIA and W&S Senior Management.
• Work closely with Portfolio Managers to research performance problems and assist portfolio managers and senior management in their analysis of performance returns and attribution.
• Provide recommendations to management about ways to increase efficiency and decrease risk within the performance department.
• Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS).
• Develop and maintain policies and procedure documentation for all composites in accordance with GIPS standards.
• Primary contact with external auditor for the annual audit of performance results.
• Keep abreast of new regulations and trends in the industry and recommend solutions to ensure FWIA remains compliant and current with the market.
• Work closely with Marketing to produce performance returns for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
• Partner with the systems group to troubleshoot issues and expand on current report offerings.
• Provide strategic recommendations for the performance area to include new initiatives, personnel and projects.
• Additional projects as directed.
• Performs other duties as assigned
• Complies with all policies and standards

Preferred Qualifications

No preferred qualifications provided.