Investment Perf & Analytics Analyst

• Helps analyze investment performance data and communicate with senior management, field, and home office teams.
• Assist in performance reporting projects to identify and fix reporting defects.
• Prioritize performance reporting enhancements based on multiple sources of feedback.
• Performs data quality checks and works to resolve errors in data with the vendor(s).
• Produce and validate marketing materials used by the Field to define our Advisory models/strategies.
• Loading data to Field analytical tools such as Morningstar and Ycharts to assist in quantitative analysis.
• Summarizes analysis into user-friendly deliverables by translating technical, detailed data into business-appropriate communications and recommendations (including process change recommendations).
• Reports analytical results and recommendations in written, verbal and presentation form.
• Other responsibilities may be assigned as necessary.

• Bachelor's degree in finance, accounting, math, statistics, business or related field.
• Understanding of investment accounts including Brokerage, Advisory, Direct-to-fund, etc.
• Understanding of investment vehicles; stocks, bonds, ETFs, Mutual Funds, illiquid alternatives, etc.
• Understanding business processes to include research and data analysis.
• Understanding of various types of investment performance calculations (IRR, TWR) and various performance statistics.
• Understand portfolio risk exposures and benchmark characteristics.
• Knowledge of performance attribution methodologies.
• Expertise in analytical tools such as MS Excel, Business Objects, and PowerBI.
• Proven excellence in problem solving, research, quantitative analysis and analytical working techniques.
• Strong aptitude and desire for learning new platforms, investment products/strategies, analytic and presentation tools, analytic and quantitative techniques.
• Ability to generate new ideas and go beyond the status quo; recognize the need for new or modified approaches.
• Demonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis.
• Initiative to independently prioritize and develop individual deliverables while still being a team player.
• Demonstrated ability to deliver results and recommendations in written, verbal, and presentation form at an appropriate level for a business audience.
• Ability to work effectively with people at all levels.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

$75,600.00

$113,400.00

Geographic Specific Pay Structure