- City of New York (New York, NY)
- …& Risk Reporting is responsible for the production, validation, and analysis of investment performance and risk metrics across large multi-asset class portfolios ... investment outcomes for all stakeholders; to deliver outstanding support to plan Trustees; and to serve as a...highlighting deviations from policy targets or limits. Manager Oversight Support : - Review and reconcile performance data… more
- The Hartford (Hartford, CT)
- …with fixed income investment management experience and a strong background in Investment Performance and Attribution. This role will have a Hybrid work ... The Team covers all aspects of Performance and Attribution, including Global Investment Performance Standards (GIPS(R)) compliance as well as Investment … more
- Robert Half Finance & Accounting (Fort Worth, TX)
- Description Senior Investment Performance Analyst | $20B+ AUM Firm | Fort Worth, TX Are you a numbers-driven professional with a passion for precision and ... assets under management (AUM)-in the search for a Senior Investment Performance Analyst to join their high-performing...technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in… more
- US Tech Solutions (West Hartford, CT)
- **Duration: 24 Months (Hybrid)** **Job Description:** + The Real Estate/ Investment Performance Data Analyst supports the investment performance analytics ... the analyst helps drive data integrity and operational efficiency across investment performance processes. **Key Responsibilities:** + Maintains and monitors… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and ... CNB Trust Operations to open, fund, and provide ongoing support and service. * Ensure all CIP and KYC...accounts. * Complete annual administrative reviews. * Review quarterly performance reports, investment objectives, current suitability on… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …marketing materials, fact sheets, and client presentations. + Manage and update performance databases, analyze investment data, and prepare tailored client ... Description Financial Performance Analyst San Mateo, CA $90K-$125K + Bonus...(DOE) Jennifer Fukumae is partnering with a high-performing, collaborative investment team managing tens of billions in assets for… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Senior-Finance-Analyst Business- Support --The- Investment --Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2) **Job… more
- Charles Schwab (Lone Tree, CO)
- …years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or attribution **Preferred ... This team member is responsible for analyzing, presenting, and reporting on performance , attribution, and statistics of SAM's investment products for internal… more
- FM (Waltham, MA)
- …and market outlook to the broader portfolio. The role will closely work with investment operations, legal, tax and other support functions to ensure a seamless ... and it's drivers, risk, views and positioning. Explain drivers of performance to investment leadership. Recommend portfolio actions. Collaborate with … more
- T. Rowe Price (Baltimore, MD)
- … performance data; generating bespoke investment -, risk-, and performance -related reporting, providing operational support for model portfolios, ensuring ... + Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex… more