First Recruiting, LLC
Overview
This range is provided by First Recruiting, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range:
$100,000.00/yr - $130,000.00/yr Responsibilities
Performance Measurement: Review portfolio and benchmark returns across asset classes (equities, fixed income, alternatives) for accuracy, and understand data inputs and calculation methodologies. Maintain firm composites according to GIPS Policies and Procedures. Attribution Analysis: Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions. Reporting: Prepare comprehensive performance and attribution reports for internal stakeholders (portfolio managers, risk teams, senior management) and external clients, ensuring consistency, clarity, and strategy relevance. Maintain performance measurement systems: Participate in system updates and data integrations in coordination with the technology team. Software Expertise: Develop a deep understanding and mastery of various tools, including FactSet, Attribution, Advent Geneva Portfolio Accounting, and IVP (Indus Valley Partners) Data Warehouse and Portfolio Master. Key Qualifications
Experience: 4+ years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting. A bachelor’s degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field. A CFA designation is distinguishable. Securities Knowledge: Experience with public securities strategies and familiarity with alternative strategies is beneficial. Technical Proficiency:
Command of Excel and FactSet knowledge are required . Experience with relational databases (SQL) for data extraction, analysis, and automation and knowledge of Advent Geneva and eVestment are sought.
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This range is provided by First Recruiting, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range:
$100,000.00/yr - $130,000.00/yr Responsibilities
Performance Measurement: Review portfolio and benchmark returns across asset classes (equities, fixed income, alternatives) for accuracy, and understand data inputs and calculation methodologies. Maintain firm composites according to GIPS Policies and Procedures. Attribution Analysis: Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions. Reporting: Prepare comprehensive performance and attribution reports for internal stakeholders (portfolio managers, risk teams, senior management) and external clients, ensuring consistency, clarity, and strategy relevance. Maintain performance measurement systems: Participate in system updates and data integrations in coordination with the technology team. Software Expertise: Develop a deep understanding and mastery of various tools, including FactSet, Attribution, Advent Geneva Portfolio Accounting, and IVP (Indus Valley Partners) Data Warehouse and Portfolio Master. Key Qualifications
Experience: 4+ years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting. A bachelor’s degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field. A CFA designation is distinguishable. Securities Knowledge: Experience with public securities strategies and familiarity with alternative strategies is beneficial. Technical Proficiency:
Command of Excel and FactSet knowledge are required . Experience with relational databases (SQL) for data extraction, analysis, and automation and knowledge of Advent Geneva and eVestment are sought.
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