Reporting Analyst recruitment
Type: Part-Time
Manages others: No
Reports To: Vice President – Performance Reporting
Specific responsibilities will include the following.
- Reporting Season
- History completion for group of consultant teams
- Identify source of problems and resolve accurately and timely
- Communicate effectively with managers and custodians on issues
- Reconcile manager and composite performance
- Explain differences in returns effectively to consultant teams so they can answer any client inquiries
- Non-Reporting Season
- History completion monthly
- Notify consultant teams of manager changes identified
- Follow up with any outstanding issues regarding consulting team questions on reconciliations
- Database upkeep with manager/custodian contact changes
- Historical history creation and reconciliation for new clients
- Assist consultant teams on Data Collection
- Collect and update benchmark and mutual fund data (returns, sectors, characteristics)
- Utilize Bloomberg, Rimes, eVestment Alliance programs
Qualifications
The qualified Reporting Analyst must have a Bachelor’s degree; familiarity with the investment industry preferred. The candidate must be detail-oriented, motivated and possess strong analytical and interpersonal skills. Other desired traits include problem solving, multi-tasking and organizational skills. Candidate should possess proficient computer skills and ability to learn proprietary software.
Hours
This position is part-time. Prospective hire will be expected to work a 30-hour work week with flexibility on scheduling.
Fund Evaluation Group, LLC is an equal opportunity Employer.
Please send you resume to HR@feg.com