Investment Performance Analyst at Taiber Kosmala & Associates Chicago, IL
Taiber Kosmala & Associates, Chicago, IL, United States
Investment Performance Analyst – Chicago, IL
Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity, producing client reports that provide the consulting teams with tools necessary to guide client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
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Job Summary
As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity, producing client reports that provide the consulting teams with tools necessary to guide client investment programs.
Responsibilities and Duties
Production of recurring quarterly client performance reports.
Bank, brokerage, and capital account statement reconciliations.
Seek to increase efficiency within client teams by identifying ways to improve processes.
Skills to Succeed
Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
Strong mathematical and accounting skills.
Extreme attention to detail.
Ability to manage production schedule within a team environment.
Benefits
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.
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