Our client is a $28B NY based multi-strategy Hedge Fund currently seeking to add a talented Associate to their Data & Performance Analytics Team. This individual will be working closely with senior managers across finance, investment management, operations, technology, investor services, compliance / legal, and marketing.
Responsibilities
- This role will be responsible for Compiling periodical fund performance analyses
- Review and analyze portfolio performance data, benchmark performance and risk statistics
- Review and make necessary adjustments to client quarterly reports to ensure reports are sent out in a timely manner
- Work with all levels of team members across the organization to help coordinate data feeds for various internal and external databases, in effort to ensure the integrity and consistency of portfolio data reported across client reporting systems
- Apply queries, pivot tables, filters and other tools to analyze data.
- Maintain client relationship management database and providing reports to Directors on a regular basis
- Coordinate submissions of RFPs by working with RFP / Marketing Team and other groups internally to gather information for accurate data and performance analysis
- Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
- Provide various ad hoc data research and analysis as needed.
Desired Skills and Experience
Bachelors Degree with at least 2+ years of Financial Services / Private Equity data / client reporting experienceProficiency in Microsoft Office, particularly Excel ModelingTechnical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPointOutstanding communication skills, proven ability to effectively work with all levels of ManagmentComfortable working in a fast-paced, dead-line driven dynamic environmentInnovative and creative thinkerMust be detail oriented