Intermediate Investment Performance Analyst to gather investment data and commentary from across the organization and report on industry trends for our investment client.

Intermediate Investment Performance Analyst to gather investment data and commentary from across the organization and report on industry trends for our investment client.

Overview:

As an Investment Performance Analyst on our client's IPAR (Investment Performance, Analytics and Reporting) team, you will be responsible for gathering investment data and commentary from across the organization and producing monthly, quarterly and adhoc client reports. Bringing fresh ideas of reporting trends from the industry to the team and be involved in continuous improvement for our content.

Must Have's:

• Bachelor’s degree in finance, business or a quantitative field such as mathematics, computer science with a finance component is preferred.
• 4+ years of experience in pension, investment management, or investment reporting.
• Knowledge of institutional investments, portfolio management, pension and endowment financing.
• Ability to translate investment data information into meaning client commentary.

Nice to Have's:

• Pursuing Investment-related designations such as CFA, FRM, CIPM, CAIA etc.
• Knowledge of SQL querying and data science.
• Investment knowledge and experience with SQL, Python and Power BI tools.