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Strong employer brand, metro location, generalist senior analyst title, and broad skill requirements increase candidate competition.
Asset-management reporting and return-calculation expertise create high industry specificity and low transferability.
Explicit 2+ years requirement and Excel/VBA proficiency required, but no hard certifications.
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Deliver timely and accurate client investment performance, holdings, portfolio statements, trial balance, and accounting reports.
Perform quality checks on custom reports, ensuring accuracy and liaise across multiple teams to maintain report integrity.
Compare rate of return using various data sources and contribute to solving reporting issues and strategic business analysis for the reporting team.
2+ years relevant experience with good understanding of investment reports, return calculation, and fund management.
College or University degree and/or relevant proven work experience.
Proficiency in advanced Microsoft Excel; Excel Macro and VBA skills highly desirable.
Experience in performance measurement and attribution, with strong understanding of equity & fixed income products.
Experienced in investment/asset management or related financial services with knowledge of asset management product offerings.
Skilled at coordinating with portfolio managers, product and client servicing teams to meet bespoke client reporting needs.
Able to manage multiple deadlines under pressure with strong analytical, troubleshooting, and interpersonal skills to foster internal and external relationships.