Investor Relations / Applied Analytics Analyst

Investor Relations / Applied Analytics Analyst

Location : Greenwich, CT (onsite 4 days a week)

Compensation : $100-140K (DOE) plus bonus and excellent benefits package

Global RIA is seeking an Investor Relations / Applied Analytics professional to assist with all client initiatives.

Key Responsibilities

• Client Reporting
• Prepare client analytics including monthly updates, quarterly letters, and other customized collateral across various accounts and strategies
• Requires an understanding of performance (time & money-weighted), MPT statistics, attribution and familiarity with accessing and digesting data from SQL, Bloomberg, eVestment, etc.
• Work with technology team to automate reporting where applicable.

• Marketing Materials
• Assist in the preparation and maintenance of pitch-books, teasers, etc.
• Construct new materials for new fund offerings

• Prospective and Investor Information
• Help with responses to investor questions, prepare investor analytics, diligence requests, RFP’s, RFI’s, DDQ’s and consultant databases
• CRM analytics/maintenance

• Ad-Hoc Reporting
• Peer-review analytics and market trends
• Investment models, deal analytics, and pricing projections for senior management
• GIPS compliance efforts and technology/application implementation
• Ad hoc research projects
• Actively participate in specific investor relations assigned projects
• Liaise with other departments on broader firm projects

Requirements

• 2+ years of relevant work experience in IR, investor reporting, or portfolio analytics
• Demonstrated ability to write effectively
• Quantitative experience calculating, understanding and interpreting the following for use by sales and investment professionals:
• Markets / Indices: including basic quantitative knowledge of securities (e.G. bond math)
• Investment performance experience desired: statistical analysis (sharpe ratio, information ratio, standard deviation, tracking error, beta, correlation), money-weighted statistics (IRR, MoIC, etc.) and attribution analysis.
• Portfolio analytics experience desired: sector/country/region/asset-type breakdowns, weighted average characteristics (yield, duration, credit quality, size) and familiarity with derivatives (used for hedging).
• Microsoft: Word, PowerPoint and Excel
• Not required but helpful: knowledge of marketing compliance guidelines, Bloomberg, FactSet, Tableau, SQL/VBA/Advanced Excel, SSRS, Salesforce.

Personal Attributes

• Problem solver / independent thinker
• Accountability / attention to detail / ability to self-check work
• Creative / inventive / graphically expressive
• Outstanding organization skills, including prioritization and follow-up
• A proven ability to multi-task and work both independently and as a team player in a fast-paced environment
• Dedicated to firm goals
• Willingness to learn, grow and work hard