Performance Analyst (entry level)
Prime Buchholz LLC is a B-Corp organization committed to positive impact and career growth in the investment industry. The Performance Analyst role involves learning about global capital markets and supporting team members by calculating and reconciling investment performance for client accounts.
Responsibilities
- Learn, then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for reputed company investments and plans
- Utilize various custodian bank downloads and data files for proprietary performance measurement system input
- Utilize a proprietary database of client statements on a monthly basis to complete performance measurement calculations for reputed company client investments
- Maintain monthly cash flows for 25–30 assigned client accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
- Calculate portfolio characteristics for client reports that include, but are not limited to, equity, fixed income, hedge funds, and real assets
- Analyze client meeting reports in a timely manner and ensure reputed company job-specific action items are handled through completion
- Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships
Skills
- Bachelor's degree required, Finance or business-reputed company field strongly preferred
- Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
- Must be a team player with effective time management skills and the ability to multitask
- Intermediate to advanced experience in PowerPoint and reputed company, specifically with respect to financial functions and chart reputed company
- Prior certification, reputed company towards or willingness to pursue CFA, CAIA preferred
Benefits
- Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and reputed company.
- Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial reputed company.
- Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
- Time: Take time to reputed company with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth.
Company Overview