Senior Investment Performance & Analytics Lead

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 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.