Portfolio Analytics & Performance Analyst

Legal & General; Chicago (IL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401K

Commuter benefits

Job summary

The LGIMA Investment Analytics team in Chicago is seeking an experienced analytics professional to own the production of performance, attribution and portfolio analytics reporting. You will fulfill internal data requests and develop understanding of investment strategies to explain performance drivers.

You will collaborate with Client Solutions, Portfolio Management, Marketing and IT, build scalable analytics processes, and contribute to proactive analysis and project-led initiatives within a

Qualifications

• Undergraduate degree in a quantitative field; CFA is a plus.
• Strong quantitative, analytical and problem solving skills with high attention to detail.
• 3-5 years of related performance measurement, attribution and/or risk analysis experience.
• Solid understanding of capital markets and the investment management business.
• Knowledge of fixed income and derivatives (options, swaps, futures, etc.).
• Intuitive and intellectually curious; ability to identify themes within data sets.
• Demonstrated organizational and project management skills; ability to multi-task and manage complex assignments.
• Self-confidence; ability to function as both a self-starter and a team player.
• Excellent verbal and written communications skills, with the ability to interact with all levels of LGIMA management as well as colleagues in global offices.
• Highly proactive and energetic focus toward internal and external client service; ability to consistently meet all internal/external deadlines.
• Strong individual initiative with the ability to take a proactive approach to assigned projects or team goals.
• Flexibility; ability to adapt to growth and change.
• Intermediate coding skillset (advanced Excel/VBA, SQL) or desire to learn; experience with Bloomberg, FactSet, etc. desired.

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 and execution.
• 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 analysis

Performance measurement

Risk analysis

SQL

Excel VBA

Bloomberg

FactSet

Education

Undergraduate degree in Finance/Economics/CS/Math/Engineering

Tools

Bloomberg

FactSet

Job description

The LGIMA Investment Analytics team in Chicago is seeking an experienced analytics professional to own the production of performance, attribution and portfolio analytics reporting. You will fulfill internal data requests and develop understanding of investment strategies to explain performance drivers.

You will collaborate with Client Solutions, Portfolio Management, Marketing and IT, build scalable analytics processes, and contribute to proactive analysis and project-led initiatives within a