Accounting / Finance / Information Technology

Performance Analyst (Investment Data) Contract

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VTRAC Consulting Corporation

Intelligent Solutions

Thank you for applying to VTRAC opportunities. Please e-mail your resume as a MS-WORD document in confidence Subject: Performance Analyst (Investment Data) Attention: [email protected] or call: 416-500-0548

Position #:               21313

Position:                   Performance Analyst (Investment Data)

Position Type:         18 months Contract

No. of Positions:      1

Location:                 Houston, New York, Atlanta, Louisville

Description:

Gather, calculate and analyze investment performance data for internal groups (operations, portfolio/product management, marketing, compliance, investment management) and external groups (clients, prospects, consultants). Ensure reports and analyses are completed in an accurate and timely manner. Engage in complex analyses or interpretations on topics such as portfolio/benchmark performance results, attribution, and technical matters pertaining to GIPS or primary software systems utilized. Must be able to lead special projects or initiatives having contact with internal clients and senior management on a global scale and derive and implement sound, pragmatic solutions to complex performance-related issues. Must effectively manage deadlines, client expectations, and staff where required and ensure best practice is maintained across the department.

Must Have:

  • Must demonstrate knowledge of performance measurement and related rules and regulations surrounding the securities industry.
  • Also must possess a high aptitude of analytical and mathematical skills which are required for calculating, reviewing and disseminating performance information.
  • Must show the ability to meet deadlines, establish priorities and concentrate on detailed information sometimes under stressful conditions for up to 95% of the work time.
  • Must show superior customer service by generating and responding to client requests in a timely manner as well have the interpersonal skills to interact with both internal and external clients.
  • Must be able to communicate effectively both in writing and orally.
  • Must also be proficient in the use of third-party financial industry databases and Microsoft Office. The ability to cooperate in a team environment is also critical.

 

 

Systems and Tools

  • Performance Systems (Eagle Star, Eagle Pace, Factset, Zephyr, Aladdin, etc)
  • Microsoft Office Suites

 

We thank all candidates in advance. Only selected candidates for interviews will be contacted. For other exciting opportunities, please visit us at www.vtrac.com. VTRAC is an equal opportunity employer.

Toronto.                Houston.                 New York.                         Miami.                            Palo Alto.

Tagged as: Aladdin, Eagle Pace, Eagle Star, Factset, Zephyr

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