Investment Analytics Associate — Performance & Risk

SmartRecruiters, Inc.; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401K

Commuter benefits

Vacation

Job summary

LGIMA Investment Analytics in Chicago seeks an Associate to deliver performance, attribution and portfolio analytics for LGIMA’s credit, index, LDI and multi-asset strategies. You will own production processes, fulfill internal data requests and collaborate with Client Solutions, Portfolio Management and IT.

Candidates should have 3–5 years in performance analytics, a quantitative degree, knowledge of fixed income and derivatives, and Excel/VBA or SQL; Bloomberg/FactSet experience is a plus.

Qualifications

• Undergraduate degree in a quantitative field is desired.
• 3-5 years of related performance measurement, attribution and/or risk analysis experience.
• Strong quantitative, analytical and problem solving skills with high attention to detail.
• Knowledge of fixed income and derivatives.
• Intermediate coding skills (Excel/VBA, SQL) or willingness to learn.
• Experience with market data and portfolio analytics tools such as Bloomberg, FactSet.

Responsibilities

• Own the production process for performance, attribution and portfolio analytics reporting.
• Fulfill portfolio analytics and data requests from internal teams including Client Solutions, Marketing and Portfolio Management.
• Develop understanding of investment strategies, identifying anomalies in attribution and drivers of performance.
• Analyze and interpret portfolio risk characteristics and attribution factors to communicate the investment process.
• Develop subject matter expertise in client strategies and operational aspects of the firm to lead related projects.
• Partner with Operations, IT and Data Management to enhance analytics system accuracy, capabilities and scalability.
• Over time, identify opportunities to enhance scalability through automated processes.
• Create custom portfolio analytics views in partnership with Client Solutions, Portfolio Managers and Marketing for client meetings and internal analysis.

Skills

Quantitative skills

Analytical skills

Attention to detail

Performance analytics

Capital markets knowledge

Fixed income

Derivatives

Data analysis

Project management

Communication skills

Initiative

Adaptability

Excel VBA

SQL

Education

Bachelor’s degree in a quantitative field

Tools

Bloomberg

FactSet

Job description

LGIMA Investment Analytics in Chicago seeks an Associate to deliver performance, attribution and portfolio analytics for LGIMA’s credit, index, LDI and multi-asset strategies. You will own production processes, fulfill internal data requests and collaborate with Client Solutions, Portfolio Management and IT.

Candidates should have 3–5 years in performance analytics, a quantitative degree, knowledge of fixed income and derivatives, and Excel/VBA or SQL; Bloomberg/FactSet experience is a plus.