Fund Performance Analyst: Portfolio Insights (NYC)

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services provider in New York is seeking a Fund Performance Specialist to support investment teams in monitoring and analyzing fund performance. The ideal candidate will have a strong background in finance, a bachelor's degree, and skills in quantitative analysis. Responsibilities include preparing performance reports, collaborating with operations, and identifying trends to enhance fund reporting processes. Candidates should be proficient in Excel, with familiarity in tools like Python or SQL preferred. This full-time role offers competitive compensation and opportunities for career growth.

Qualifications

• Bachelor's degree in a relevant field is required.
• Strong understanding of investment funds and portfolio analysis.
• Experience in quantitative analysis preferred.

Responsibilities

• Monitor fund and portfolio performance across multiple asset classes and strategies.
• Conduct quantitative analysis of returns and risk metrics.
• Prepare performance reports and dashboards for stakeholders.

Skills

Quantitative analysis

Performance benchmarking

Strong analytical skills

Attention to detail

Verbal communication

Written communication

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field

Tools

Excel

Python

R

SQL

VBA

Job description

A financial services provider in New York is seeking a Fund Performance Specialist to support investment teams in monitoring and analyzing fund performance. The ideal candidate will have a strong background in finance, a bachelor's degree, and skills in quantitative analysis. Responsibilities include preparing performance reports, collaborating with operations, and identifying trends to enhance fund reporting processes. Candidates should be proficient in Excel, with familiarity in tools like Python or SQL preferred. This full-time role offers competitive compensation and opportunities for career growth.