Associate or VP, IR and Applied Analytics – Greenwich, CT

Global, emerging markets investment manager with $6B AUM is seeking an Investor Relations / Applied Analytics Associate or VP (title depends on experience) 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

Requirements

• Demonstrated ability to write effectively
• 3-5 years of 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 and willing to learn, grow and work hard

Compensation: $150-180K base plus discretionary bonus and excellent benefits package