Remote Performance Analyst
Insight Global
Remote
remote
analyst
factset
attribution
interpret
analytics
team
gips
procedures
business development
client service
fixed income
income
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September 26, 2022
Insight Global
North Philadelphia, PA
MUST SIT IN ONE OF THE FOLLOWING STATES- FL, GA, CT, MA, CA, MI, IL, ME OR MI
Responsibilities
- Calculate and interpret returns and analytics using FactSet and internal systems.
- Meet routine deliverables, as well as numerous ad hoc requests from the Investment Team and Business Development and Client Service.
- Strong Fixed Income experience
- Review and maintain transaction level performance data in FactSet to ensure accurate information for use in portfolio reporting (e.g., performance attribution reporting).
- Generate risk reporting for Investment Committee and write portfolio performance evaluations.
- Ensure that Polen Credit remains in compliance with GIPS Standards. Have a full understanding of the standards and the Firm's policies and procedures and how they relate to each other.
- Set up and maintain documentation to ensure that processes and procedures are documented.
Qualifications
- Bachelor's degree in Finance, Economics, or similar quantitative field.
- Achievement of an MBA, MSF, CFA Charter or the CIPM is strongly desired.
- 5+ years professional experience in a related Financial Services business preferably in Asset Management.
- Calculate and understand various performance return formulas (TWRs, IRR, etc.) and appropriateness of use.
- Calculate, interpret, and apply statistical analysis, attribution models, and portfolio analytics.
- Knowledge of industry standards, conventions and practices in performance measurement, attribution, and application of GIPS Standards.
- Knowledge of FactSet.
- Ability to prioritize and manage conflicting demands in a proactive manner. Ability to handle ad hoc requests, and regular deliverables simultaneously.
- Excellent written and verbal communication skills
- Ability to work independently and with a team.
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