About the role
Join a leading financial services organization in a senior role overseeing investment performance calculation, portfolio analytics, and client reporting across equity and fixed income strategies.
Responsibilities as the VP / Senior Manager:
- Investment Performance: Oversee daily, monthly, and quarterly performance calculations across equity and fixed income investment strategies.
- Performance Reporting: Manage calculation and reporting procedures across investment performance and portfolio reporting platforms.
- Portfolio Analytics: Review investment and benchmark performance, analyze results, and monitor trends across portfolios and strategies.
- Data Integrity: Validate performance data and partner with Accounting, Operations, and other teams to investigate and resolve discrepancies.
- GIPS & Composites: Create, maintain, and monitor investment composites in accordance with Global Investment Performance Standards (GIPS).
- Investment Reporting: Develop and support recurring and customized investment reporting for portfolio managers, client service teams, marketing, sales, and other stakeholders.
- Cross-Functional Collaboration: Partner across investment, accounting, operations, and client-facing teams to ensure accurate and timely delivery of performance information.
- Process Improvement: Identify opportunities to strengthen performance reporting processes, improve data quality, and enhance the efficiency of monthly production workflows.
Qualifications for the VP / Senior Manager:
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Experience: 10+ years of experience in investment performance calculation, performance reporting, portfolio analytics, or a related investment operations function.
- Asset Class Knowledge: Strong experience calculating and analyzing performance across equity and fixed income investment strategies.
- GIPS: Strong understanding of GIPS standards, composite construction, and investment performance reporting requirements.
- Technical Skills: Advanced Excel skills and experience working with investment performance, portfolio accounting, or reporting platforms.
- Analytical Skills: Strong ability to analyze portfolio and benchmark performance, identify discrepancies, and interpret investment performance data.
- Communication: Ability to work effectively with portfolio managers, accounting teams, client service professionals, and other senior stakeholders.
- Attributes: Highly analytical, detail-oriented, organized, and comfortable managing multiple reporting deadlines in a fast-paced environment.
Application Notice:
Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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