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