Quantitative Performance Associate recruitment

Duties and Responsibilities:

• Calculate, evaluate, and report weekly, monthly, and quarterly investment performance

• Maintain performance composites and handle annual performance audit

• Monitor CFA Institute/GIPS standards

• Run and analyze attribution and risk reports

• Calculate portfolio fundamentals

• Conduct screening and due diligence on investment managers for inclusion on the firm’s Wealth Advisor platform

• Provide portfolio statistics to portfolio managers and marketing 

Familiar with Security APL, FactSet Portfolio Analysis, FactSet SPAR, Morningstar Direct

Skills, Knowledge and/or Experience:

• 3-5 years of related experience

• Ability to assess the accuracy and relevancy of key portfolio data

• Strong Excel spreadsheet capability

• BA or BS degree

• CFA or MBA a plus

• Good communication skills and attention to detail

• Must be able to manage multiple tasks and meet deadlines