Gramercy is seeking an Investor Relations / Applied Analytics professional to assist its current team with all client initiatives.
Key Responsibilities
Client Reporting
Prepare client analytics including monthly updates, quarterly letters, and other customized collateral across various accounts and strategies
Requires an understanding of performance (time & money-weighted), MPT statistics, attribution and familiarity with accessing and digesting data from SQL, Bloomberg, eVestment, etc.
Work with technology team to automate reporting where applicable.
Marketing Materials
Assist in the preparation and maintenance of pitch-books, teasers, etc.
Construct new materials for new fund offerings
Prospective and Investor Information
Help with responses to investor questions, prepare investor analytics, diligence requests, RFP’s , RFI’s , DDQ’s and consultant databases
CRM analytics/maintenance
Ad-Hoc Reporting
Peer-review analytics and market trends
Investment models, deal analytics, and pricing projections for senior management
GIPS compliance efforts and technology/application implementation
Ad hoc research projects
Actively participate in specific investor relations assigned projects
Liaise with other departments on broader firm projects
RequirementsDemonstrated ability to write effectively
Quantitative experience calculating, understanding and interpreting the following for use by sales and investment professionals:
Markets / Indices: including basic quantitative knowledge of securities (e.g. bond math)
Investment performance experience desired: statistical analysis (sharpe ratio, information ratio, standard deviation, tracking error, beta, correlation), money-weighted statistics (IRR, MoIC, etc.) and attribution analysis.
Portfolio analytics experience desired: sector/country/region/asset-type breakdowns, weighted average characteristics (yield, duration, credit quality, size) and familiarity with derivatives (used for hedging).
Microsoft: Word, PowerPoint and Excel
Not required but helpful: knowledge of marketing compliance guidelines, Bloomberg, FactSet, Tableau, SQL/VBA/Advanced Excel, SSRS, Salesforce.
Personal Attributes
Problem solver / independent thinker
Accountability / attention to detail / ability to self-check work
Creative / inventive / graphically expressive
Outstanding organization skills, including prioritization and follow-up
A proven ability to multi-task and work both independently and as a team player in a fast-paced environment
Dedicated to firm goals
Willingness to learn, grow and work hard