Key Responsibilities: Deliver performance measurement and bespoke attribution for diverse portfolios. Produce high-quality reports for investment committees and trustee boards. Engage with custodians and external managers to streamline performance reporting. Work closely with our New York-based Portfolio Managers to drive investment strategy. Innovate processes to enhance efficiency and client service. Provide ad hoc performance analysis and support internal teams with your expertise. Qualifications Key Experience: 1-3 years of experience in consultancy, custodian banks, or asset management. A degree in a numerate discipline from a top-tier university. Progress toward CFA or CIPM qualifications preferred. Exceptional attention to detail and problem-solving skills. Strong Excel proficiency; programming experience (SQL, VBA, Python) is a plus. Outstanding communication skills and a collaborative, proactive approach. Join us and play a key role in delivering sophisticated investment
solutions for our global clients. Apply now! In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
Contact Detail:
Goodman Masson Recruiting Team