Performance & Reporting Analyst recruitment
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Xerox’s Trust Investment department is looking to hire a Performance and Reporting Analyst. This position will be located at Xerox headquarters in Norwalk, CT and will report directly to the Manager – Trust Operations.
The Trust Investments team is the group within Treasury responsible for managing all aspects of the investment process for the U.S. corporate pension and savings plan assets. The Performance and Reporting Analyst supports the Trust Investments team and is responsible for reporting for both the pension and savings (401k) plans.
Performance and Reporting Analyst specific job duties include:
- Provide expert support of the back office for pension and 401k investments.
- Report daily investment performance and valuation of retirement portfolios.
- Assist in conducting investment manager research, evaluation and ongoing due diligence
- Monitor asset classes in both 401k and pension plan against guidelines; initiate rebalancing when required.
- Prepare monthly, quarterly and annual performance reports to department heads, CIO, and oversight committees on both the 401k and defined benefit plans.
- Aid the Director of 401k Investments with preparation of 401k annual report.
- Assist the Manager, Pension Investments, in reporting necessary for the management of the foreign currency hedge overlay, and the private equity and private real estate portfolios.
- Manage quarterly investment manager questionnaire process.
- Publish monthly and quarterly 401k performance reports to participants.
- Reconcile monthly reports from custodian and investment managers.
- Participate in the development and implementation of key and operational controls.
- Interact with internal and external auditors.
Qualifications:
- BA/BS degree in Finance or Business.
- Minimum of three years of relevant experience.
- Excellent written and oral communication skills.
- Great interpersonal skills. Must work well in a small team environment.
- Strong analytical skills and strict attention to detail.
- Ability to take initiative and ownership of projects.
- Excellent PC skills, including Excel, Word, Access and PowerPoint.