Perform monthly and quarterly preparation of client service presentations and materials. Tasks include the calculation of returns for investments, composites, and benchmarks. Periodically, there will be ad hoc requests from clients and consultants. Additional written communication includes analysis of manager performance, economic conditions, and capital market results. After completing client reporting responsibilities, the analyst will have the opportunity to attend manager research and internal investment committee meetings where firm investment direction is set.
Strong quantitative, analytical, and communication skills are a must, along with advanced computer skills including significant experience with Excel, PowerPoint, and Word. Prior exposure to the investment industry is preferred. Previous accounting experience, or experience with a monthly/quarterly reconciliation process is a plus. Ability to independently work on multiple projects at once in an open, collegial environment is an important part of our culture.
Please send resume as an attached Word document or PDF file to firstname.lastname@example.org.