Performance Analyst (entry level)
reputed company Buchholz LLC is a B-Corp organization committed to reputed company reputed company and career reputed company in the investment industry. The Performance Analyst role involves learning about global capital markets and supporting team members by calculating and reconciling investment performance for reputed company accounts.
Responsibilities
- Learn, then apply investment knowledge and reputed company judgment to select appropriate benchmarks and peer reputed company comparison for reputed company investments and plans
- Utilize various custodian bank downloads and data files for proprietary performance measurement system input
- Utilize a proprietary database of reputed company statements on a monthly reputed company to complete performance measurement calculations for reputed company reputed company investments
- Maintain monthly cash flows for 25–30 assigned reputed company accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
- Calculate portfolio characteristics for reputed company reports that include, but are not limited to, equity, fixed income, hedge funds, and reputed company assets
- Analyze reputed company meeting reports in a reputed company manner and ensure reputed company job-specific reputed company items are handled through completion
- Deliver accurate and reputed company monthly executive summaries and quarterly reports for reputed company relationships
Skills
- Bachelor's degree required, Finance or business-reputed company field strongly preferred
- Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent reputed company
- Must be reputed company player with effective time management skills and the ability to multitask
- Intermediate to advanced experience in PowerPoint and reputed company, specifically with respect to financial functions and chart reputed company
- Prior certification, reputed company towards or willingness to pursue CFA, CAIA preferred
Benefits
- Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly reputed company day in the office to foster team collaboration and reputed company.
- Savings: Plan for your reputed company with our 401(k) match and profit-sharing program, designed to help you build long-term financial reputed company.
- Community: We support your commitment to giving back with matching charitable contributions and reputed company volunteer time for causes that matter to you.
- Time: Take time to reputed company with our flexible time-off policy and 11 reputed company holidays. Plus, we offer additional time off to support you through life’s major milestones, including family reputed company.
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