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    Assistant Vice President - Bethesda, MD, United States - B. F. Saul Company

    B. F. Saul Company
    B. F. Saul Company Bethesda, MD, United States

    4 weeks ago

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    Description

    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.

    the firm specializes in unique thematic investment research and asset management. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
    Assistant Vice President - Performance Analyst

    The Portfolio Analytics team is responsible for the production of investment performance reporting packages for high net worth and institutional clients.

    The team also ensures the accuracy of performance calculations and related data.
    Assistant Vice President - Performance Analyst, DUTIES &


    RESPONSIBILITIES:

    Prepare standard and ad-hoc investment performance reports for team's stakeholders (senior management, portfolio managers, marketing, and relationship managers), ensuring accuracy and completeness of data.

    Calculate, reconcile, analyze, and update investment performance information across various applications.
    Respond to inquiries about investment performance methodology and reporting.
    Troubleshoot and correct inaccurate data in a timely manner.
    Ensure deliverables are met, timely and accurately, while following procedures and policies
    Assist in GIPS compliance and required documentation.
    Ownership of data quality and availability.

    Work independently on a variety of analytical projects, but also provide support to other Portfolio Analytics team members as needed.

    Assistant Vice President - Performance Analyst, JOB REQUIREMENTS (SKILLS / ABILITIES):
    Solid understanding of the investment management industry, specifically equity and fixed income markets as well as industry benchmarks.
    Prior experience with performance reporting systems, accounting systems and analytic systems are a plus (FirstRate, FactSet PA, FactSet SPAR, Investedge, FIS Global Plus, Advent Axys, Bloomberg)
    Proficiency in MS Office (Excel, PowerPoint, Word, Outlook), with advanced skills in Excel
    Knowledge of Global Investment Performance Standards (GIPS)

    Strong project management skills including the ability to handle multiple deadlines, work under pressure, identify operational requirements and interface cross-functionally.

    Experience working with SQL, Python, VBA is a plus.
    Assistant Vice President - Performance Analyst, EXPERIENCE /


    EDUCATION:
    ~2-3 years of experience in investment performance reporting and accounting
    ~ Bachelor's degree in Finance, Accounting or Economics preferred or commensurate work-related experience.

    We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

    If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.

    Equal Opportunity Employer/Veterans/Disabled
    #
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