Investment Performance Analyst: Data & Reporting

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Wellness Program

Tuition Reimbursement

Paid Family Care Time

Paid Volunteer Days

Job summary

Virtus Investment Partners, Inc in Los Angeles is seeking an Investment Performance Analyst. This role involves maintaining GIPS composites and producing performance reports while ensuring timely delivery of data.

The ideal candidate holds a Bachelor's degree in Economics, Finance, or Statistics, with 3 to 6 years of relevant experience. The position offers competitive pay starting from $80,000 to $120,000, plus benefits like medical insurance and tuition reimbursement.

Qualifications

• 3 to 6 years of relevant experience.
• Progress towards CIPM, CFA is a plus.
• Ability to quickly learn new systems and software.

Responsibilities

• Maintain and validate GIPS composites.
• Produce daily, weekly, monthly, and quarterly performance reports.
• Generate timely client reporting and create custom reports.

Skills

Knowledge of GIPS

Performance measurement concepts

Proficiency in MS Excel

Microsoft Office proficiency

Strong organizational skills

Strong communication skills

Education

Bachelor's degree in Economics, Finance, Statistics, or equivalent

Tools

FactSet Portfolio Analysis

SPAR

Sylvan

GWP

Bloomberg

Job description

Virtus Investment Partners, Inc in Los Angeles is seeking an Investment Performance Analyst. This role involves maintaining GIPS composites and producing performance reports while ensuring timely delivery of data.

The ideal candidate holds a Bachelor's degree in Economics, Finance, or Statistics, with 3 to 6 years of relevant experience. The position offers competitive pay starting from $80,000 to $120,000, plus benefits like medical insurance and tuition reimbursement.