Performance & Analytics Consultant, Assistant Vice President recruitment
Regular/Temporary: Regular
-Direct responsibility for client service for select client(s), position based in Austin, TX
•Supports Sr. consultants in providing performance and analysis services to complex SSIA clients
•Performs quality control review on client performance reports
•Communicates, manages and monitors change management, new funds/aggregations, reviews custom calculations overlay, benchmarks
•Reviews/summarizes periodic attribution reporting, including variance analysis, characteristics, etc. for presentation to clients (formal or informal)
•Drives preparation of periodic board reports or other custom reporting provided to client(s)
•Monitors client deliverables and maintains client documentation on scope of service, contacts and timeframes. Reports on actual results.
•Reviews quarterly bills and SDA for accuracy, documents and communicates changes to appropriate parties as needed.
•Conducts client projects as assigned.
•Prepares and maintains queries to support client and internal review needs.
•Supports client training needs
•Some travel required
Skills
- BS/BA in accounting, finance or economics related area + minimum 5-7 years of investment related experience.
• Knowledge of investment analysis and accounting with a background in performance and analytics is preferred.
, 5 to 7 years