Investment Risk Performance - Senior Analyst

- The primary function of this position is to analyze and provide commentary on portfolio performance, characteristics, weights, attribution and risk statistics. This position is a key liaison with other RISK teams as well as with key clients including Global Advisory Services, Risk Managers/Consultants, Investment Analysts/Managers as well as various compliance and legal teams #MID_SENIOR_LEVEL What are the ongoing responsibilities of Senior Analyst - Investment Risk Performance PositionPerformance and Risk Analysis: - Review portfolio performance, attribution and risk by analyzing the accuracy and quality of the underlying data. - Perform data validation, exception processing and security modeling to improve data coverage and to ensure accuracy of reporting. - Provide commentary for performance, attribution and risk statistics. - Identify and resolve complex data issues impacting performance, attribution and risk reports. - Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date. - Create and run non-standard reports and queries. - Review accounts to ensure inclusion in the proper composite per GIPS and FT policies. - Review automated validation controls and complete issue resolution process. Client Support: - Manage inflow, review and distribution of requests. - Provide performance and investment risk consulting services to key clients. - Respond to, both verbally and in writing, risk and performance questions from internal and external sources. Compliance: - Prepare and analyze risk and portfolio reports to ensure they meet regulatory and client requirements. - Ensure department polices, procedures and processes adhere to current GIPS Performance Presentation Standards. - Represent functional team and lead project activities. - Remain current on performance related trends, topics and issues. What ideal qualifications, skills & experience would help someone to be successful Education And Experience: - 4 or more years relevant work experience in the Mutual Fund/Financial Services Industry. - Experience developing an effective portfolio and/or investment risk/performance management process. - Advanced level understanding of statistical theory and/or financial instruments and markets. - Experience using FactSet and other accounting, performance and attribution software. Additional Desirable Qualifications: - Bachelors degree in finance, math or other quantitative discipline. - MBA or Masters degree in finance, math or other quantitative discipline. - Progress towards CFA, FRM or CIPM. - Investment performance, investment operations or fund accounting experience. - Experience communicating complex financial topics to highly and less technnical people. - Programming skills in Python, SQL, PowerBI or another current language. Knowledge, Skills, And Abilities: - Advanced knowledge of Performance & Performance Attribution - Advanced knowledge of statistical calculations - Advanced knowledge of financial instruments and markets - Knowledge of source systems for data and ability to verify for accuracy - Excellent verbal and written communication skills - Microsoft Office: - Access: Intermediate - Excel: Advanced - Ability to work independently - Ability to organize and prioritize workflow and to coordinate the work of others - Ability to maintain updated knowledge of procedures, products and activities of assigned area - Ability to perform multiple tasks in a fast-paced, team environment Problem Solving and Decision Making: - Recognizes and communicates potential issues impacting the organization - Effectively applies consultation skills to solve problems independently. - Makes decisions with limited impact on own work and possibly the work of others. - Oversees the development of solutions to a variety of business issues and ensures the solutions are consistent with organizational objectives. - Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives Physical Requirements: - Ability to hear and speak to employees and outside business associates on the phone and in person - Ability to sit for long hours at a time - Ability to see the letters and numbers on a personal computer screen and on memos, reports and other documents (near vision) - Ability to read small print typically found in contracts (near vision) - Requires moderate right and left hand coordination for the use of the typewriter and/or personal computer - Ability to maintain a professional image Skills: Investment Banking, Mutual Funds, Financial Services, Financial Analysis, Risk Management Experience: 4.00-8.00 Years