Investment Analyst- Remote

30 Nov 2024

Vacancy expired!

CompuGain is an Information Technology and Business Consulting firm providing project-based solutions, software solutions and professional staffing services. We are currently hiring an Investment Analyst (Remote) Responsibilities: Benchmarking, performance analysis and resolution Delivers complex investment performance results to Investment clients. Manages and supports various internal advisors and associates and responds, resolves and communicates performance information and any issues that arise in those business lines. Mentors investment performance analysts, leads in-depth analyses of individual portfolios and identifies and participates in process improvement initiatives. Manages and coordinates delivery of investment performance measurement support and resolution of performance questions and issues. Manages calculation and analysis of complex reporting situations using previous industry experience and performance reporting query tools. Coordinates and leads complex resolutions of issues or questions with internal operational support teams, performance vendors, advisors, performance analysts and management as appropriate. Develops and leads training of field personnel on usage of various performance systems. Educates them on various industry standards and their application in calculation of returns and usage of the systems. Actively participates and leads performance reporting Initiatives, operational improvements, system releases and enhancements. Manages and identifies procedural or operational inefficiencies, recommends and coordinates process improvement solutions. Actively participates or leads special and strategic projects. Required Skills: Investment and trust performance experience Investing/accounting experience Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Coaching Others - Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness. Data Gathering and Reporting - Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data in a particular department or division of a company. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Industry Knowledge - Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply this knowledge appropriately to diverse situations. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Organizational Savvy and Politics - Knowledge of organizational politics and political tactics; ability to effectively navigate formal and informal communication and decision-making channels. Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. Project Management - Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives. Regulatory Environment - Financial Services - Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices. Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities 1-2 years of SS&C Sylvan/Portia or First Rate Performance reporting systems An understanding of performance reporting standards & data reconciliationDegrees/Certifications Bachelors degree or equivalent relevant experience is required Interview Type:Skype Interview Hari Atmakur | Senior Recruiter p: 412-399-0015 e: hari.atmakur@compugain.com 12901 Worldgate Drive Suite 510, Herndon, VA 20170 www.compugain.com Achieve the NEXT faster WHAT S YOUR NEXT?

  • ID: #23661714
  • State: Pennsylvania Philadelphia 19019 Philadelphia USA
  • City: Philadelphia
  • Salary: BASED ON EXPERIENCE
  • Job type: Permanent
  • Showed: 2021-11-30
  • Deadline: 2022-01-28
  • Category: Et cetera