Randstad Investment Results Analyst in Irvine, California

Investment Results Analyst

job details:

  • location:Irvine, CA

  • salary:$40 - $50 per hour

  • date posted:Thursday, May 17, 2018

  • job type:Contract

  • industry:Professional, Scientific, and Technical Services

  • reference:431415

  • questions:404-942-4619.

job description

Results Analyst - Irvine, CA

  • This is a long term contract opportunity and is expected to last 18 months.

Results Analyst - Job Summary:

  • The Results Analysis group, which falls within the Information and Insights organization, is a global team with locations in Los Angeles, Irvine, London, and Singapore. The group is responsible for delivering accurate and timely data to external clients and internal client-facing individuals. We are looking to add a contingent worker to the Irvine office to focus specifically on the Private Client Service ("PCS") line of business.

Job Responsibilities:

  • Investment results measurement - calculating, validating, maintaining, and interpreting portfolio investment results for separately managed accounts, mutual funds and composites.

  • Investment results evaluation and risk analysis - calculation and interpretation; portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration and overlap, portfolio turnover, etc.)

  • Data analysis - Validating and integrating data from multiple platforms or products to build custom exhibits; using various tools to pull and manipulate data.

  • Systems analysis - Identifying and troubleshooting issues, researching transaction posting, or evaluating how to process and report new investment types.

  • Business Intelligence and Reporting - Using Excel, Tableau, Crystal Reports, or Business Objects to develop creative and compelling exhibits.

  • Client Service Team support - explaining calculations, researching issues, and fulfilling ad hoc reporting and data requests.

  • Monitor and liaise with external vendors - Ensuring external vendor adherence to agreed-upon accuracy and timeliness standards, using existing controls and procedures.

  • Process optimization - Proposing recommendations for enhancements, process and control improvements. Developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks.

  • Designing and Programming solutions - Works directly with teammates to identify, define, adjust and implement creative and sustainable business solutions, utilizing technology to streamline and automate tasks to maximize efficiency and minimize risk.

  • Ensuring compliance - developing, maintaining and adhering to procedures to ensure SEC and GIPS compliance.

  • Project support - partnering with other business units, our Information Technology Group, or external vendors.

Job Requirements and Skills:

  • Candidates are preferred to have a Bachelor's degree in business, accounting, finance, mathematics, economics, statistics, computer science, MIS or other quantitative field.

  • High service orientation, integrity, and ownership of work; Strong communication skills; Interpersonal savvy and an ability to work effectively in a team environment

  • Knowledge and interest in finance and asset management; An ability to analyze both data and processes;

  • Intermediate to advance Excel and Access skills (macros, functions, charting, pivot tables, tables, queries, forms, modules)

  • A related charter (CIPM, CFA, and/or FRM), a related MBA, or have related experience in the field.

  • Investment operations background in a performance measurement or portfolio accounting capacity

  • Intermediate to advance knowledge and practical experience using SQL, Sybase, Oracle, VBA, R and/or other programming languages.

  • Data modeling, data manipulation skills, or experience with data warehouse design.

  • Prior experience in support of the high net worth wealth management business.

  • Prior experience with related systems (e.g., First Rate, FactSet Portfolio Analysis, Bloomberg, MorningStar Direct, BI-SAM B-One, Advent APX, Tableau, Business Objects, or Crystal).

Compensation: $40 - $50/hour