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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