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

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  • 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,

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