In-Office Investment Performance Analyst (Mon-Thu)

UTIMCO; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

UTIMCO in Austin, Texas is looking for an Investment Performance Professional to support the calculation, analysis, reconciliation, and reporting of investment performance across portfolios. The role involves working closely with various teams to ensure accurate performance measurement.

Responsibilities include performance reporting, analyzing portfolio returns, and maintaining reporting dashboards. Candidates should have a bachelor's degree in a relevant field, and strong analytical and communication skills are essential.

Qualifications

• 0-5 years of experience in finance, investment operations, or related field.
• Proficiency using Microsoft Office 365 and Adobe Acrobat.
• Constructive attitude and commitment to organizational best interests.

Responsibilities

• Support daily and monthly performance reporting processes.
• Calculate and validate daily, monthly, quarterly, and annual portfolio performance returns.
• Prepare recurring and ad hoc reports using Excel and Power BI.

Skills

Advanced proficiency in Microsoft Excel

Strong analytical and problem-solving skills

Experience analyzing investment returns

Experience creating reports in Power BI

Excellent verbal/written communication skills

Understanding of investment concepts

Education

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

Tools

Microsoft Excel

Power BI

SharePoint

Job description

UTIMCO in Austin, Texas is looking for an Investment Performance Professional to support the calculation, analysis, reconciliation, and reporting of investment performance across portfolios. The role involves working closely with various teams to ensure accurate performance measurement.

Responsibilities include performance reporting, analyzing portfolio returns, and maintaining reporting dashboards. Candidates should have a bachelor's degree in a relevant field, and strong analytical and communication skills are essential.