Senior Business Analyst - Investment Performance and Attribution
Visa Sponsorship
AI Summary
We are seeking a Senior Business Analyst with extensive experience in Investment Management to implement performance and attribution systems. The ideal candidate will have a strong understanding of Investment Performance methodologies and experience with SQL. This is a hybrid role based in San Francisco, CA.
Key Highlights
Gather performance measurement and attribution reporting requirements
Perform requirements gathering, data analysis, testing coordination, current state assessment, and target state definition
Act as a project manager for small projects without a dedicated project manager
Technical Skills Required
Benefits & Perks
H1B sponsorship available
Hybrid work arrangement (San Francisco, CA)
Job Description
We are looking for a Senior Business Analyst with extensive experience in the Investment Management industry with prior experience implementing performance and attribution systems.
Location
- San Francisco, CA (Hybrid)
- US Citizens/GC/EAD
- H1B sponsorship available
- Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
- Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
- Provide support to BAU issues in the Performance and Attribution Domain
- Act as a project manager for small projects that do not have a dedicated project manager
- 7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects.
- 3+ years of hands-on experience in SQL
- Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
- Exposure to Private Equity/ Private Assets from a performance measurement standpoint
- Good understanding of GIPS and blended benchmarks
- Detailed knowledge of Eagle Performance and hands on implementation/configuration experience of Eagle PACE
- Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
- MBA degree or CFA qualification
- CFA CIPM(Certificate in Investment Performance Measurement) certification
- Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
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