What are the responsibilities and job description for the Investment Performance Reporting Analyst position at Legacy Search Advisors?
Investment Performance Reporting Analyst
$85-110K Bonus HUGE 401(k) & Benefits Package
3 Days in Baltimore-Metro Area Offices (VERY Flexible)
- Work with an elite team of professionals from Top CPA Firms and Top Private Equity, Venture Capital, Asset Managers and Investment Funds
- Industry leading total compensation package
- Enjoy significant benefits package with HUGE 401(k)
- Tremendous opportunity to broaden experience and gain mentorship from some of the best in the business
The Investment Performance Reporting Analyst will:
- Build and maintain strategic financial models
- Prepare valuation and performance analysis/reporting for internal stakeholders and investors
- Work closely with the investment team to monitor investment portfolios
- Routinely present findings and results to the investment team and executive management
The Investment Reporting Analyst will also be a major part of the team engaged to support the growth of the business through process improvement and creating modeling & reporting efficiencies.
The Top Candidate will bring:
- 4 years of relevant experience in an asset management firm
- Advanced Excel Modeling Experience
- Strong knowledge of investment measurement methodologies (i.e. Modified Dietz, geometric and arithmetic returns, time-weighted returns and IRR)
- Strong command of popular asset management software
- Bachelor’s degree in Finance, Statistics, or a related field.
- FactSet Performance Reporting Experience is a Major plus!
- THIS IS NOT AN ACCOUNTING OR FINANCIAL STATEMENT REPORTING ROLE.
Candidates who are on track or have already completed CFA, CAIA or CFP will have a leg-up!
If you are an Investment Performance Reporting professional looking for a career leveraging opportunity with significant career and financial up-side, EASY apply or reach out to me ASAP to learn more!
Salary : $85,000 - $110,000
