Performance Analyst Job
Performance Analyst (Job Number: 1309465)
Description
The incumbent will provide professional support to client and investment managers through timely and accurate delivery of rates of returns. S/He is responsible for the completion of any client specific reports, resolution of any issues that arise during the normal quality assurance checks and communication of this information to all interested parties. S/He will be responsible for completing any special projects that the client may request. S/He will participate in the conversion process and be responsible for setting up new accounts and composites, loading return history and reconciling to previous custodian. S/He will manage core relationships and interact with clients, investment managers and consultants.
Qualifications
The qualified candidate will possess a bachelor's degree with a concentration in Accounting or Finance preferred and up to 3 years of comparable work experience or a equivalent combination of education and experience. A general knowledge of performance measurement, trust accounting theory and practices is preferred. S/He must be familiar with Microsoft Office products, including Word, Excel, Access, PowerPoint and on-line systems. S/He should possess strong analytical, technical, communication skills, be able to work independently and under pressure while adhering to strict deadlines.
Primary Location: United States-USA-Florida-Orlando
Internal Jobcode: 07945
Job: Asset Servicing
Organization: US Financial Institutions-HR09086
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