What are the responsibilities and job description for the Business Analyst (Performance & Attribution) position at InvestM Technology LLC?
We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry with prior experience implementing performance and attribution systems.
Location
Location
- San Francisco, CA (Hybrid)
- US Citizens/GC/EAD
- H1B sponsorship available
- Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
- Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
- Provide support to BAU issues in the Performance and Attribution Domain
- Act as a project manager for small projects that do not have a dedicated project manager
- 7 years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects.
- 3 years of hands-on experience in SQL
- Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
- Exposure to Private Equity/ Private Assets from a performance measurement standpoint
- Good understanding of GIPS and blended benchmarks
- Detailed knowledge of Eagle Performance and hands on implementation/configuration experience of Eagle PACE
- Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
- MBA degree or CFA qualification
- CFA CIPM(Certificate in Investment Performance Measurement) certification
- Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia