Performance Analyst
| Company | Western & Southern Financial Group |
|---|---|
| Location | Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s Degree In business
- Typically having 2-5 years professional experience, including project work
- Working knowledge of and prior experience with equity and fixed income investments
- Working knowledge of performance measurement and GIPS
- Excellent analytical ability and numerical skills
- Must be detail-oriented
- Ability to develop and document procedures and activities
- Ability to prioritize and organize tasks and work independently
- Ability to work on multiple tasks simultaneously
- Ability to deal with confidential information
- Willingness to assist others and be a team player
- Ability to quickly gain working knowledge of Eagle PACE, Factset, Bloomberg, PAM and possibly other software packages
Responsibilities
- Oversee the calculation and delivery of portfolio and composite performance on a daily basis
- Direct the resolution of any performance issues that arise
- Review and distribute all equity and fixed income attribution data and reports to Portfolio Analysts and Managers within FWIA
- Work closely with Portfolio Analysts and Managers to research performance problems and assist in their analysis of performance returns and attribution
- Provide recommendations to management about ways to increase efficiency and decrease risk within the performance department
- Assist with all performance composites to ensure maintained in accordance with the Global Investment Performance Standards (GIPS)
- Develop and maintain policies and procedure documentation for all composites in accordance with GIPS standards
- Primary contact with external auditor for the annual audit of performance results
- Keep abreast of new regulations and trends in the industry and recommend solutions to ensure FWIA remains compliant and current with the market
- Work closely with Marketing to produce performance returns for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
- Partner with the systems group to troubleshoot issues and expand on current report offerings
- Assist or lead departmental projects and provide recommendations for the performance area to include new initiatives and projects
- Performs other duties as assigned
- Complies with all policies and standards
Preferred Qualifications
- Advanced knowledge of Microsoft Excel
- Advanced knowledge of the Global Investment Performance Standards
- Advanced knowledge of portfolio and composite performance calculations (including linking, weighting, dispersion, etc.)
- Excellent oral and written communication skills with ability to resolve issues across various management levels
- CIPM designation or working toward