Our client, a leading independent investment management firm, is seeking an experienced Performance Analyst for a 7+ month contract role. This position can be fully remote, but if candidate is located near Houston the could work onsite if desired.
Job Purpose (Job Summary):
As part of the Performance Measurement, Analytics and Reporting (PMAR) organization, our team collects and analyzes investment data. Out key internal stakeholders include portfolio/product management, marketing, compliance, and investment management. This role is to support the day-to-day needs of the business and to help drive the team forward by being a key contributor to ongoing strategic projects.
Key Responsibilities / Duties:- Calculate, review and verify performance data ensuring accuracy and timeliness. Interact with appropriate individuals/groups to resolve errors as necessary
- Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of performance data
- Use statistical tools to identify, analyze, and interpret anomalies and patterns in complex data sets that could be helpful for the diagnosis and resolution of trends and troubleshoot issues
- Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards.
- Identify opportunities to streamline existing business processes by automating recurring and ad-hoc analyses into stable, repeatable reports, metrics, and dashboards.
- Interact regularly with clients to research, analyze and resolve queries
- Actively participate on special projects and support/implement process improvements/efficiencies
- Develop automated solutions via technical enhancements utilizing SQL and/or VBA
- Understand data infrastructure and work to resolve data issues
Work Experience / Knowledge:- Strong exposure with analyzing large quantity and variety of data.
- Advanced Excel skills.
- Data visualization experience using Power BI, Tableau or any other visualization tool is an advantage.
- Experience partnering with IT engineers to design data repositories and pipelines desirable.
- Expertise in using data sourcing and analysis tools such as Alteryx, SQL, Python, SAS or R
Skills / Other Personal Attributes Required:- Must have a proven background in problem solving complex issues
- You are an independent self-starter, positive can-do attitude that overcomes challenges and barriers.
- A have a high degree of curiosity and a desire to learn, including taking on results-oriented new assignments.
- Must be able to communicate effectively both in writing and orally
- Must be proficient with Microsoft Office
- Must be able to cooperate in a hybrid team environment
Pay Rate- $63.22- $65.22/hour