Investment Performance Analyst & Analytics Specialist Position Available In New York, New York

Richard Bernstein Advisors LLC seeks Investment Performance Analyst & Analytics Specialist in New York, NY. Position may allow for an occasional home office benefit within a commutable distance to our NYC office.

Job description: Prepare routine and ad-hoc investment performance characteristics and risk analysis reports for internal and external distribution; Perform in-depth attribution analysis for portfolios toexplain portfolios’ active return; Prepare daily, weekly, monthly and quarterly reports by coordinating the information from various applications / teams to distribute accurate client reports within prescribed deadlines; Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation; Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models; Provide accurate and timely responses to requests for product data including performance and risk data; Review and maintain composite records in accordance to Global Investment Performance Standard (GIPS), and work on the annual external verification; Support Business Development team to prepare marketing and RFP materials; Constantly evaluate systems, process and procedures for inefficiencies and make recommendations for automation and standardization; Support various projects, including automation / standardization efforts and the evolution of standard deliverables; Confirm accuracy of product data. This involves thorough and in-depth reviews of positioning and fund performance information to ensure that data is presented correctly and consistently; Troubleshoot data issues. Analyze and interpret them using a range of approaches and be involved in making decisions and recommendations based on the analysis; Assist in sending/uploading performance data to third party databases; Manage, compile and store all quantitative and qualitative firm and portfolio information used to complete RFPs and databases to allow for the quick retrieval of accurate data; Collaborate with portfolio managers and internal subject matter experts to craft and write necessary performance reports; Analyze data for sales and marketing reports for senior management; Work with investment team to develop strong industry and product knowledge; and Support ongoing and ad-hoc attribution and performance reporting supporting investment team. Position may allow for an occasional home office benefit within a commutable distance to our NYC office.

Minimum Qualifications:

The position requires a Master’s degree in Global Finance, Economics, or a related field plus two (2) years of performance and quantitative analysis position within asset management. The position requires any amount of experience in ALL of the following skills:

• Experience with Bloomberg, SQL, and Python;
• Experience with Morningstar, Informa PSN, Evestment consultant databases;
• Experience with Tableau dashboards;
• Experience with Portfolio analysis, including performance calculation methodologies (GIPS standards) attribution, risk analytics and quantitative models for Global Equity and Multi-asset portfolios that include ETFs and individual stocks;
• Experience with analyzing large and complex sales and performance datasets to uncover patterns, trends, and insights related to client experience and sales performance; and
• Experience with continuously optimizing data processes and workflows to enhance efficiency and scalability, ensuring timely delivery of both investment and sales analytics.

Position may allow for an occasional home office benefit within a commutable distance to our NYC office.

Send resume and cover letter with Ref# 565440 to careers@rbadvisors.com.

Salary range:

$125,000 to $150,000 per year.

Minimum Salary:

125000.00

Maximum Salary:

150000.00

Salary Unit:

Yearly