Performance Attribution Analyst

  • Base + Bonus
  • Boston, MA, USA
  • Permanent, Full time
  • IJC Associates, Inc
  • 14 Jan 19

Our Client, a Boston Alternative Investment Firm, is seeking an experienced Performance Attribution Analyst to become an integral member of the Finance team responsible for performance reporting and attribution

Responsibilities: 

-Responsible for ensuring accurate and timely reporting of investment performance and attribution, including compilation, research, validation, and analysis
-Preparation and review of investor, client and internal reporting
-Interpret and provide insights into performance results including market and other outside factors
-Maintain proprietary performance database
-Manage performance of fund benchmarks and composites
-Maintaining internal controls and thorough documentation of policies and procedures
-Respond to performance enquiries from the investment staff and other ad-hoc requests

Qualifications: 

-3-5 years of prior experience working in a daily fund accounting or performance position
-Knowledge of performance attribution and characteristics including benchmarks and composition
-Knowledge of finance/accounting principles, practices and reporting
-Knowledge of and experience with equity markets, ETFs, derivatives, tax-efficient and hedge funds
-Knowledge of the Global Investment Performance Standards (GIPS) preferred
-Solid understanding and experience with Excel; experience with SQL preferred
-Bachelor's degree in Accounting/Finance or equivalent required
-Certificate in Performance Measurement (CIPM) designation preferred