Investment Analytics Associate: Performance & Portfolio Insights

Legalandgeneral; United States; On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

HSA option

Disability insurance

Dental insurance

Vision care

Life insurance

401K

Paid time off

Employee assistance

Commuter benefits

Job summary

LG Asset Management, through its LGIMA Investment Analytics team, provides market-leading analytics for performance, attribution and risk across multiple investment strategies.

The role involves producing and delivering analytics for internal and external clients, while collaborating with Operations, IT and Data Management to improve accuracy, scalability and automation of processes. 2–3 sentences outlining responsibilities continue in this space.

Qualifications

• Undergraduate degree in a quantitative field desired.
• 3–5 years of related performance measurement, attribution and/or risk analysis experience.
• Strong knowledge of capital markets and investment management.
• Knowledge of fixed income and derivatives (options, swaps, futures).
• Intermediate coding skills (Excel/VBA, SQL) or willingness to learn.
• Excellent written and verbal communication with LGIMA management and global offices.

Responsibilities

• Own the production process for performance, attribution and portfolio analytics reporting.
• Fulfill portfolio analytics and data requests from internal teams.
• Develop understanding of investment strategies and drivers of performance.
• Analyze portfolio risk characteristics and attribution factors.
• Develop subject matter expertise to lead related projects.
• Partner with Operations, IT and Data Management to enhance analytics systems.
• Identify opportunities to enhance scalability through automation.
• Create custom portfolio analytics views for client meetings and internal analysis.

Skills

Analytical thinking

Excel/VBA

SQL

Market knowledge

Communication skills

Education

Bachelors in Finance, Economics, CS, Math or Eng

Tools

Bloomberg

FactSet

Portfolio analytics tools

Excel

Job description

LG Asset Management, through its LGIMA Investment Analytics team, provides market-leading analytics for performance, attribution and risk across multiple investment strategies.

The role involves producing and delivering analytics for internal and external clients, while collaborating with Operations, IT and Data Management to improve accuracy, scalability and automation of processes. 2–3 sentences outlining responsibilities continue in this space.