Primary Duties and Responsibilities
- Helps analyze investment performance data and communicate with senior management, field, and home office teams.
- Assist in performance reporting projects to identify and fix reporting defects.
- Prioritize performance reporting enhancements based on multiple sources of feedback.
- Performs data quality checks and works to resolve errors in data with the vendor(s).
- Produce and validate marketing materials used by the Field to define our Advisory models/strategies.
- Loading data to Field analytical tools such as Morningstar and Ycharts to assist in quantitative analysis.
- Summarizes analysis into user-friendly deliverables by translating technical, detailed data into business-appropriate communications and recommendations (including process change recommendations).
- Reports analytical results and recommendations in written, verbal and presentation form.
- Other responsibilities may be assigned as necessary.
Qualifications
- Bachelor's degree in finance, accounting, math, statistics, business or related field.
- Understanding of investment accounts including Brokerage, Advisory, Direct-to-fund, etc.
- Understanding of investment vehicles; stocks, bonds, ETFs, Mutual Funds, illiquid alternatives, etc.
- Understanding business processes to include research and data analysis.
- Understanding of various types of investment performance calculations (IRR, TWR) and various performance statistics.
- Understand portfolio risk exposures and benchmark characteristics.
- Knowledge of performance attribution methodologies.
- Expertise in analytical tools such as MS Excel, Business Objects, and PowerBI.
- Proven excellence in problem solving, research, quantitative analysis and analytical working techniques.
- Strong aptitude and desire for learning new platforms, investment products/strategies, analytic and presentation tools, analytic and quantitative techniques.
- Ability to generate new ideas and go beyond the status quo; recognize the need for new or modified approaches.
- Demonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis.
- Initiative to independently prioritize and develop individual deliverables while still being a team player.
- Demonstrated ability to deliver results and recommendations in written, verbal, and presentation form at an appropriate level for a business audience.
- Ability to work effectively with people at all levels.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Pay Range - Start:
$75,600.00
Pay Range - End:
$113,400.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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