Senior Investment Performance Analyst

CFA Institute; Tallahassee (FL); On-site; USD 85,000 - 105,000; Full time

Job summary

The CFA Institute seeks a Senior Investment Performance Analyst to perform complex, investment-related financial analysis including returns, risk data, attribution and IRR calculations. You will reconcile ABOR/IBOR data and respond to senior management requests, while maintaining expert knowledge in SBA performance methodologies.

You will use Eagle Pace, Excel, SQL, VBA, R, Power BI and similar tools to produce accurate reports and support performance databases.

Qualifications

• Three years of related experience.
• Postsecondary degree may substitute for experience.

Responsibilities

• Perform daily, monthly, quarterly and annual return reconciliations and analyses.
• Produce reports and ensure accuracy of performance databases and reporting.
• Respond to ad hoc requests from senior management and staff.
• Maintain expertise in performance measurement methodologies used by SBA and industry best practices.

Skills

Analytical thinking

Documentation & reporting

Database querying

Communication skills

Project management

Education

Bachelor’s degree in finance / analytics / mathematics / statistics

CIPM or CFA credential (preferred)

Tools

Eagle Pace

Excel

SQL

VBA

R

Power BI

FactSet

Aladdin

Snowflake

Job description

The Senior Investment Performance Analyst, working under limited supervision, performs complex, investment-related financial analysis work such as calculating, analyzing, reconciling and reporting daily, monthly, quarterly and annual returns and ex-post risk data. This includes benchmark returns, composite returns, multi-period returns, linked sub-period returns, Internal Rates of Return and attribution analysis. The position also ensures accurate reconciliation of ABOR and IBOR data as well as responds to requests for performance data from senior management, surveys and asset class staff. The position is required to maintain a high level of expertise in the performance measurement methodology used by the State Board of Administration (SBA) and used in the industry as best practice. The Senior Investment Performance Analyst reports to the Director of Investment Performance Reporting & Analytics.

• Performs the daily, monthly, quarterly and annual return reconciliation process using data analytics software (e.g., Eagle Pace, Excel, SQL, VBA, R, Power BI or similar program)
• Produces reports and ensures accuracy of the performance databases and reporting
• Maintains expertise in the technical concepts used in performance methodology for rate of return, contribution to return, risk measurement, attribution reporting and in software used b the SBA in order to manage responses to ad hoc requests from senior management and other SBA staff
• Performs other duties as assigned

Minimum Qualifications:

Three years of related experience. A postsecondary degree may be used as an alternative for years of direct experience.

Preferences:

A bachelor's degree from an accredited college or university in finance, analytics, mathematics, statistics, or a related field
Certificate in Investment Performance Measurement (CIPM) or Chartered Financial Analyst (CFA) credential
Experience with performance platforms such as Eagle, FactSet or Aladdin, Eagle Access, Data Mart, and databases like Snowflake

Knowledge, Skills and Abilities:

Knowledge of performance and risk measurement best practices
Excellent organizational skills including the ability to provide detailed documentation that supports processes and results
Strong computer literacy and analytical skills including the ability to efficiently query databases
Ability to communicate effectively, both in writing and orally
Ability to consistently produce accurate work
Ability to manage multiple projects and tasks simultaneously and demonstrate flexibility necessitated by changing priorities
Strong work ethic, positive attitude and sense of urgency to meet deadlines, willingness to work until the task is completed successfully
Strong understanding of calculations required for performance and risk measurement, analysis and reporting