Job Description

Responsibilities:

Run performance attribution reports and ad-hoc queries into the main drivers of Portfolio performance
Assist the team to deliver on all global clients’ analytics reporting requirements in accordance with established investment management agreements (IMAs)
Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
Develop proficiency in key reporting tools; develop report content and partner with IT to drive enhancements to the end-client deliverables
Participate in firm wide, client service related strategic initiatives
Working on key projects to create time saving efficiencies for the global team
Ability to communicate effectively with investment strategy subject matter experts, incorporate edits based on instructions from investment, sales and legal teams

Skills:

Experience using Python to automate workflows.
Advanced Excel and PowerPoint skills required.
Bachelor's Degree in Finance, Business, Science or Math’s preferred
3+ years post-graduate experience in asset management preferred
Knowledge of financial markets, fixed income, interest in investment strategies and security-level analysis such as performance attribution
Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
Analytical and comfortable working with and interpreting statistics and fixed income market data
Prior experience building presentations, including graphic and data slides
Highly motivated team-player with a desire to work on a wide range of projects, collaborative and self -starter.