Associate/Developer, Portfolio Analytics, Risk and Reporting (Global Hedge Fund)
Our client, a leading global hedge fund manager, is looking for a Portfolio Analytics Associate to join their growing team.
05th September, 2019
Job Description & Synthesis
Our client's Portfolio Analytics, Risk and Reporting team (“PARR”), continues to expand its suite of client and portfolio management reports, they are seeking an individual to help produce reports as well as engineer and implement routines that will increase efficiencies in data extraction and report preparation.
Successfully deliver analyses and reports to clients, prospects, consultants and investment teams by understanding client's complex, systematic investment process, markets invested in, financial instruments used and reporting processes.
Conduct, as necessary, competitor analysis, performance contribution/attribution analysis, and other reports at the request of members of Marketing, Client Relations and the Investment Teams;
Review financial data for various portfolios and develop charts and tables for presentations and publications;
Master system technology to create data extracts for reporting, automate reoccurring analysis and calculations;
Utilize SQL Server to write queries, stored procedures and SSIS packages;
Utilize Visual Studio, C#, Excel, SSRS or VBA to deliver reports to internal and external stake holders;
Work with PARR Strategy Specialists as necessary to properly diagnose and resolve production issues;
A Bachelor’s degree is required with a major in Computer Science, Math, Engineering, Economics, Business or another related field.
3-5 years of experience working with Relational Databases, utilizing Visual Studio (or similar tool).
Experience programming with an Object-Oriented Language.
Experience creating SSRS reports preferred.
Experience analyzing financial data and metrics with sufficient familiarity to recognize potential issues
Comfortable and capable of working with portfolio managers, prospects and clients to understand and define reporting requirements.
Familiarity with credit instruments (corporate loans, private equity, and distressed debt) is preferred.