Investment Performance Reporting Analyst Job at Legacy Search Advisors, Baltimore, MD

Ym5DeHZweUpDczJyc3pXYWNhZU02eGFESmc9PQ==
  • Legacy Search Advisors
  • Baltimore, MD

Job Description

Investment Performance Reporting Analyst

$85-110K + Bonus + HUGE 401(k) & Benefits Package

3 Days in Baltimore-Metro Area Offices (VERY Flexible)

  • Work with an elite team of professionals from Top CPA Firms and Top Private Equity, Venture Capital, Asset Managers and Investment Funds
  • Industry leading total compensation package
  • Enjoy significant benefits package with HUGE 401(k)
  • Tremendous opportunity to broaden experience and gain mentorship from some of the best in the business

The Investment Performance Reporting Analyst will:

  • Build and maintain strategic financial models
  • Prepare valuation and performance analysis/reporting for internal stakeholders and investors
  • Work closely with the investment team to monitor investment portfolios
  • Routinely present findings and results to the investment team and executive management

The Investment Reporting Analyst will also be a major part of the team engaged to support the growth of the business through process improvement and creating modeling & reporting efficiencies.

The Top Candidate will bring:

  • 4+ years of relevant experience in an asset management firm
  • Advanced Excel Modeling Experience
  • Strong knowledge of investment measurement methodologies (i.e. Modified Dietz, geometric and arithmetic returns, time-weighted returns and IRR)
  • Strong command of popular asset management software
  • Bachelor’s degree in Finance, Statistics, or a related field.
  • FactSet Performance Reporting Experience is a Major plus!
  • THIS IS NOT AN ACCOUNTING OR FINANCIAL STATEMENT REPORTING ROLE.

Candidates who are on track or have already completed CFA, CAIA or CFP will have a leg-up!

If you are an Investment Performance Reporting professional looking for a career leveraging opportunity with significant career and financial up-side, EASY apply or reach out to me ASAP to learn more!

Job Tags

Immediate start, Flexible hours,

Similar Jobs

Crdit Agricole Group

Investment and Corporate Banking Advisory Compliance Officer- Americas (ICBA) Job at Crdit Agricole Group

Summary:The Investment and Corporate Banking Advisory (ICBA) Compliance Officer Americas is responsible for the regulatory advisory function of the investment banking and financing activities. The candidate will be responsible for ensuring adherence to compliance standards... 

Volt

CAD Designer Job at Volt

 ...Volt is immediately hiring a CAD Designer in The Woodlands, TX with a well-known industry leader. In this role you will assist in providing quality Projects from engineering sketches for internal use and to be issued to the client. This is a first shift position... 

Bach to Rock

Strings Music Teacher Job at Bach to Rock

 ...small rock/pop ensembles for the purposes of live performance and recordings. To provide music school administrative support, as needed. Pay...  ...scheduling, practice space / performance stage and recording studio available to staff employees.Pay range $18-$23/hour.Essential... 

Covenant Health Urgent Care

Radiologic Technologist - Maryville, TN Job at Covenant Health Urgent Care

 ...under the direction of our providers. You are trained and trusted with a wider scope of practice including injections, phlebotomy, EKGs, and orthopedic care. DR X-ray...  ...Short Term Disability insurance. Urgent Care: Free care for you, your spouse, and children at Covenant... 

Goodwill Industries of Gr. Cleveland & East Central Ohio

Goodwill Donation Center Attendant Job at Goodwill Industries of Gr. Cleveland & East Central Ohio

 ...Job Description Are you looking to work in retail for a company that makes a positive difference in your community? Join the Goodwill team as a Donation Center Attendant! We're looking for someone who acts with honesty and integrity, embraces diversity, and helps...