Manage and oversee the firm's performance and analytics function.
Develop and maintain policies and procedures around performance measurement, including composite maintenance and GIPS compliance
Oversee the calculation and reporting of daily, monthly and quarterly investment performance
Oversight and maintenance of performance composites.
Responsible for overseeing the annual GIPS audit.
Work closely with compliance to insure the firm is abiding to all record keeping requirements for performance reporting.
Monitor all operational aspects that impact investment performance, including reviewing performance on new and existing accounts for reasonableness.
Manage client meeting requests and other performance-related inquiries from the Wealth Advisor group or other internal departments.
Oversee the outsourced performance platform.
Oversee the firm's performance attribution and risk analysis
Oversee the process for generating statistics relevant to the firm's investment strategies, including fundamental characteristics, risk stats, and competitive analysis
Manage the process for calculation of performance for investment proposals for the firm's Wealth Advisory division
Manage all requests for data from the firm's various departments, including marketing and investment management
Produce management reporting to measure and track firm's product quality across all product lines through performance measurement and analysis.
Supervise staff to motivate and elicit high-quality results on behalf of the department
Bachelor's degree and at least 7 years of related performance experience or an equivalent combination of education and experience. Applied expertise and knowledge of a specific technical or functional area.
Prior exposure to sleeve-level and/or sub-account reporting.
Proficient in MS Excel, PowerPoint and Access.
Familiar with Security APL, FactSet Portfolio Analysis, FactSet SPAR, Morningstar Direct, Sylvan, GWP, Risk systems such as BARRA or Bloomberg, eVestment analytical tools
CIPM, CFA or MBA a plus.
Outstanding analytical skills and demonstrated ability to exchange complex information effectively to reach agreement in ambiguous or difficult situations
Demonstrated ability to build strong working relationships with multiple stakeholders and across organizational functions.