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!

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