Analyst/Senior Analyst, Investment Performance

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.

In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients.

Essential Responsibilities

• Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests.
• Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management.
• 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.
• Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires.
• Ensure Global Investment Performance Standards (GIPS®) policies and procedures are followed. Assist with the annual GIPS verification.
• Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.
  
  

Requirements

• Bachelor's degree, or equivalent, in accounting, finance, economics or business.
• Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities.
• 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.
  
  

Preferred Requirements

• Prior investment performance, analytics and/or GIPS experience.
• Candidates who are actively pursuing or have CIPM, CFA, MBA etc.
• Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest
  
  

Conning is an equal opportunity employer. Our company embraces the principles of 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.

Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.