POSITION OVERVIEW
NorthCoast Asset Management, a Division of Kovitz Investment Group is looking for a Performance Analyst to join our team in our Greenwich, CT office.
The role is responsible for taking ownership of the cleanliness and reliability of the separately managed account performance of all composites and clients.
This role will also provide ancillary support to the operations team. Ideal candidates will have strong communication skills, the ability to multi-task and experience in the financial services industry.
PRIMARY RESPONSIBILITIES
- Proactively research and resolve account-specific calculation issues
- Calculate account, benchmark, portfolio, and composite investment performance monthly in accordance with Global Investment Performance Standards (GIPS)
- Assist in the automation of performance monitoring and cleaning
- Liaison with GIPS auditor to annually verify performance
- Participate in the enhancement of operations platform, trading platform, infrastructure, and technology
- Assist in the correcting of data in portfolio accounting system
- Maintenance of internal tools for performance dissemination
PREFFERED SKILLS AND EXPERIENCE
- A positive attitude and high energy level
- Proactive communication and follow-up.
- Experience in performance calculations at an asset management firm with separately managed accounts
- Must have experience with performance reporting systems preferably SS&C Technologies Sylvan
- Proficiency with portfolio accounting systems preferably SS&C Technologies Global Wealth Platform (GWP) is a plus
- Technical skills related to at least some of the following areas : performance calculation, resolving performance calculation issues, operations, investment performance measurement, GIPS, composite management
- Working knowledge of Microsoft products, especially Excel
- Proficiency in a high-level programming language such as Python or VBA is a plus
- Strong attention to details
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced and sometimes stressful environment
ADDITIONAL ROLE INFORMATION
- Job Type : Full-Time
- Compensation Structure : Base Salary + Bonus
- Reports to : Senior Vice President, Business and Operations Risk
- Number of Direct Reports : n / a
- Location : Greenwich, CT
- Monday to Friday in office
Performance Analyst
Technical skills related to at least some of the following areas: performance calculation, resolving performance calculation issues, operations, investment performance measurement, GIPS, composite management. NorthCoast Asset Management, a Division of Kovitz Investment Group is looking for a Perform...
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