24 days old

Performance Analyst

St. Louis
St Louis, MO 63105
  • Job Code
    124203368

Overview

Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting this person will maintain and develop performance reporting process as well as provide support to internal consultants and other business partners.In addition to strong organizational multitasking and prioritization skills the ideal candidate will demonstrate the ability to act upon deadlines that may change often. They will also be detail oriented reliable and be able to work effectively with multiple clients including consultants customers custodians management and other departments.

The position is located in the St. Louis office.



Responsibilities

Specific Responsibilities Include:

  • Manage and coordinate data collection from investment managers and custodians with an emphasis on importing reconciling transforming and validating data for use across departments.
  • Establish client accounts on reporting system
  • Create and produce client reporting packages
  • Reconcile return information collected from multiple sources
  • Maintain data feeds into and out of client reporting system
  • Prepare management level reports analyzing data extracted from performance system including client manager and returns information
  • Handle multiple assignments concurrently



Qualifications

Skills & Experience Required:

  • Bachelors degree preferred
  • One to three years experience in financial services industry required
  • Experience with accounting systems - balancing accounts capital changes income tracking contribution/withdrawal tracking
  • Strong working knowledge of investment products
  • Proficient Microsoft Excel skills required (functions formulas & pivot tables)
  • Experience using Advent APX product is a plus
  • Must be team-oriented and reliable with strong attention to detail
  • Ability to work effectively with multiple clients including consultants custodians management co-workers and other departments
  • Ability to act upon deadlines that may change often
  • Strong organizational skills


PI124203368
Posted: 2020-09-30 Expires: 2020-10-31

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Performance Analyst

St. Louis
St Louis, MO 63105

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