InvestM Technology LLC
Business Analyst (Performance & Attribution)
InvestM Technology LLC, San Francisco, California, United States, 94199
Business Analyst (Performance & Attribution)
We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry with prior experience implementing performance and attribution systems.
Location San Francisco, CA (Hybrid)
Visa Status US Citizens/GC/EAD H1B sponsorship available
Responsibilities
Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
Provide support to BAU issues in the Performance and Attribution Domain
Act as a project manager for small projects that do not have a dedicated project manager
Mandatory Qualifications
7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects.
3+ years of hands‑on experience in SQL
Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
Exposure to Private Equity/ Private Assets from a performance measurement standpoint
Good understanding of GIPS and blended benchmarks
Preferred Qualifications
Detailed knowledge of Eagle Performance and hands‑on implementation/configuration experience of Eagle PACE
Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
MBA degree or CFA qualification
CFA CIPM (Certificate in Investment Performance Measurement) certification
Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
Seniority Level Associate
Employment Type Contract
Job Function Research, Analyst, and Information Technology
Industries Investment Management
Referrals increase your chances of interviewing at InvestM Technology LLC by 2x
San Francisco, CA
#J-18808-Ljbffr
Location San Francisco, CA (Hybrid)
Visa Status US Citizens/GC/EAD H1B sponsorship available
Responsibilities
Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
Provide support to BAU issues in the Performance and Attribution Domain
Act as a project manager for small projects that do not have a dedicated project manager
Mandatory Qualifications
7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects.
3+ years of hands‑on experience in SQL
Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
Exposure to Private Equity/ Private Assets from a performance measurement standpoint
Good understanding of GIPS and blended benchmarks
Preferred Qualifications
Detailed knowledge of Eagle Performance and hands‑on implementation/configuration experience of Eagle PACE
Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
MBA degree or CFA qualification
CFA CIPM (Certificate in Investment Performance Measurement) certification
Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
Seniority Level Associate
Employment Type Contract
Job Function Research, Analyst, and Information Technology
Industries Investment Management
Referrals increase your chances of interviewing at InvestM Technology LLC by 2x
San Francisco, CA
#J-18808-Ljbffr