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Investment Performance Associate

| Greater Boulder Area
Email resume and cover letter to [email protected] Please ensure the cover letter includes why you are interested in this position and how you would be a good fit for our firm.
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We are seeking a new member of our growing team. Specifically, we would like someone who is very detail oriented, analytical, and is interested in a career servicing the investment management industry. This position is focused on investment performance measurement, reporting and analysis.

 Key Responsibilities:

·    Assist in gathering investment data and calculating investment performance.

·    Build and review Excel models used to calculate investment performance (the ability to build statistical models in R would be a huge plus and knowledge of other programming languages would also be beneficial).

·    Write detailed reports describing the Excel models we create that can be used by programmers to develop software.

·    Update records in a variety of portfolio accounting software systems.

·    Support and develop internal policies to prepare for growth.

Qualified candidates must have:

·    Bachelors degree in Finance/Accounting/CIS/Statistics/Mathematics or other technical area. Will consider any major as long as the person is very analytical and enjoys working with data.

·    Experience using Microsoft Office products with above-average Excel skills

·    Interest in the investment management industry and working in an startup environment

·    An understanding of basic analytical concepts and a willingness to learn the GIPS standards and best practices for investment performance measurement.      

·    Excellent verbal/written communication skills

·    Exceptional attention to detail

·    Effective time management skills

·    Ability to work in a fast-paced professional services firm

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Email resume and cover letter to [email protected] Please ensure the cover letter includes why you are interested in this position and how you would be a good fit for our firm.
Apply now
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Location

920 3rd Ave, Longmont, CO 80501
Email resume and cover letter to [email protected] Please ensure the cover letter includes why you are interested in this position and how you would be a good fit for our firm.
Apply now
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