This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community.
Looking for an opportunity to transform your operating environment and take your career to the next level? Join our team! Our role provides exposure to the breadth of services and products across Asset Management, giving you the chance to identify problems, improve scale with automation tools, and enhance the client experience. Don't miss out on the chance to empower yourself and make a difference.
As a Portfolio & Performance Analysis Vice President within the Tax Smart team, you will be responsible for overseeing a broad spectrum of performance measurement & attribution calculations and create solutions for a new and growing product. You will have an advanced understanding of Global Investment Performance Standards (GIPS) reporting and knowledge of tax smart investing systems.
Job Responsibilities
- Oversee a broad spectrum of performance measurement & attribution calculations and creating reporting solutions for a new and expanding product.
- Monitor data quality and performing compares between computations from different sources, on both a pre- and after-tax basis.
- Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
- Lead initiatives to create solutions to our complex client demands and challenges, and to continuously improve the infrastructure and control environment.
- Provide the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others.
- Provide guidance and interpretations as it relates to GIPS and the United States Investment Performance Committee (USIPC) After-Tax Performance Standards.
- Work closely with aligned technology team, to implement best-in-class solutions for stakeholders.
Required Qualifications, Capabilities, And Skills
- Bachelor’s degree.
- 8+ years’ experience in Performance and Attribution measurement.
- Thorough understanding of investment performance measurement, attribution, composite maintenance and ex post risk concepts and methodologies.
- Understanding of asset management products and clients, as well as good understanding of portfolio accounting principles.
- Established quantitative skills with high-level cognitive and problem-solving capabilities.
- Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders.
- Impressive relationship management skills to build sustainable and productive alliances across matrix organizations.
- Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner.
- Advanced MS Excel skills.
Preferred Qualifications, Capabilities, And Skills
- CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) designation.
- Experience in the WRAP business, particularly tax aware products.
Company Information
myGwork is the largest global platform for the LGBTQ+ business community. Our mission is to make the workplace more inclusive for all by providing individual users and partner organizations access to a wide eco-system of services, including job opportunities, training, mentoring, employer branding, and free community events. Joining the platform is free for individual members, which supports myGwork’s goal of ensuring that the platform's benefits are as accessible and as far-reaching as possible. Corporate members get a tailored service, with carefully curated product packages to help them achieve all their DE&I goals. myGwork organizes two annual events, WorkFair – the largest virtual global career fair for the LGBTQ+ professionals, graduates and students, and WorkPride – a week-long global conference for the LGBTQ+ business community and allies during Pride Month. The company also recently launched the myGwork Academy, delivering practical and relevant LGBTQ+ training education to help create inclusive workplaces for all. For more information, check out www.mygwork.com.
Company Specialties:
recruitment, networking, diversity, inclusion, LGBT rights, and Talent attraction.
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