Performance Analytics & Reporting Specialist

Angeles Investments

Santa Monica (CA)

Hybrid

USD 75,000 - 95,000

Full time

4 days ago

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Benefits offered by this job

Discretionary bonus

401(k) with employer match

Hybrid work 2x/week in Santa Monica

Job summary

Angeles Investment Advisors, LLC, based in Santa Monica, CA, seeks a Performance Reporting & Analytics Analyst to join our team. You will prepare monthly, quarterly, and ad-hoc client performance reports using Addepar and Excel, validating data and delivering insights to Investment Officers.

Ideal candidates have 1–3 years in investment performance reporting, solid quantitative skills, and the ability to interpret complex financial data.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related quantitative field.
1–3 years of experience in investment performance reporting or portfolio analytics preferred.
Familiarity with investment performance methodologies and multi-asset portfolios.
Strong Excel proficiency and ability to manipulate large datasets.
Base salary of $75,000–$95,000 with discretionary bonus and benefits.

Responsibilities

Prepare monthly, quarterly, and ad-hoc client performance reports with accuracy and clarity.
Use Addepar to analyze valuations, allocations, and performance across portfolios.
Reconcile performance returns and ensure consistency across reporting materials.
Develop analyses, tables, charts, and presentations for client meetings and Investment Committee discussions.
Identify data discrepancies, investigate root causes, and implement resolutions.