- T. Rowe Price (Owings Mills, MD)
- …team and the firm as a whole. Responsibilities: + Utilizes a wide variety of investment and performance and attribution tools and develops custom solutions ... your career with us. About The Role: Lead Analyst - Investment Performance Analysis will have a deep...and/or securities. Serves as a subject matter expert on performance , benchmark, attribution , and statistical data, acting… more
- Wellington (Boston, MA)
- …to provide insight into the key drivers of our business success + Analyze investment performance results and attribution to understand the drivers of ... in providing the tools and framework needed to assess performance and investment skill. The ability to... investment performance and to evaluate the skill and impact of… more
- JPMorgan Chase (New York, NY)
- …interpersonal and presentation skills + Strong understanding of investment performance , performance composites and attribution and understanding of ... expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary… more
- Neuberger Berman (New York, NY)
- …as point of contact and engage with investment professionals on investment performance , portfolio exposures, attribution analysis and summary statistics ... to assure accurate and timely production of investment analytics packages + Participate in the onboarding of new clients and the creation of analyses and… more
- Equitable (New York, NY)
- …communicate comprehensive reporting that includes material credit risks, stress scenarios and performance attribution to the Investment Asset and Liability ... Investment Risk Manager ( 240000IT ) **Primary Location**...addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term… more
- T. Rowe Price (Owings Mills, MD)
- …an integral member of the Analytics and Attribution team within the Global Investment Performance & Analysis Department at T. Rowe Price. This team is ... expertise over Fixed Income related processes and platforms. Ensures the accuracy of performance return and attribution data generated by Fixed Income … more
- Nuveen Investments (Charlotte, NC)
- The Investment Performance Team in Nuveen's Global Investment Operations organization prepares performance calculations, reporting, GIPS compliant ... presentations, performance attribution , portfolio analytics and other...retention efforts and promote new business growth. Within the Investment Performance team, the Performance … more
- Wellington (Boston, MA)
- …with client parameters and objectives, conducts regular product risk and performance attributions reviews, and contributes to formal, investment review ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- HTC Global Services Inc (Charlotte, NC)
- …Management/Capital Markets Knowledge (Mandatory). + Good understanding of investment Performance methodologies (ie TWRR, IRR, Attribution etc) + Detailed ... + Eaglestar application/PACE expertise (Mandatory). + Business Analysis expertise in Investment operations,STAR accounting and Investment Performance … more
- FM (Waltham, MA)
- … to investment leadership. Recommend portfolio actions. Collaborate with performance analytics for better return and attribution reporting, and work ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO),… more
- FM (Waltham, MA)
- … to investment leadership. Recommend portfolio actions. Collaborate with performance analytics for better return and attribution reporting, and work ... senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief ...and enabling, and where relevant collaboration on risk and performance analytics across public fixed income - Core -… more
- Moss Adams LLP (Portland, OR)
- … projects and processes + Analyzes investment portfolios to provide attribution , risk and performance analytics + Develops investment proposals ... responsible for conducting manager due diligence, analyzing client portfolios and monitoring investment manager performance . The Investment Research Analyst… more
- M&T Bank (Radnor, PA)
- …Trust's investment process from setting capital market expectations to performance measurement and attribution . Manage book of accounts, comprised of ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- PNC (Chicago, IL)
- …deliverables and communications to the Retirement Plan Advisors. Preferred experience/skills: * Investment due diligence *Experience with attribution analysis to ... and have an opportunity to contribute to the company's success. As an Investment Analyst - Institutional Defined Contribution within the PNC Asset Management Group … more
- MUFG (New York, NY)
- …vision is to be the world's most trusted financial group. **Global Corporate & Investment Bank (GCIB)** The Global Corporate & Investment Bank (GCIB) delivers ... major industry verticals. We offer a full suite of corporate and investment banking capabilities, including acquisition financing, equity & debt capital markets,… more
- Stanford University (Stanford, CA)
- …by the Investment Team. + Research and design solutions in performance measurement, attribution , and analytics. + Create business requirements for building ... analysis and presentations. + Demonstrated quantitative and analytical skills, including performance , attribution , and financial analysis. + Experience using… more
- JPMorgan Chase (Brooklyn, NY)
- …and money-weighted return; attribution models including Brinson Model, Hybrid Performance Attribution (HPA) Model and Spread/Duration Model; external systems ... DESCRIPTION: Duties: Drive a broad spectrum of fixed income performance measurement and attribution calculations, and create reporting across regional offices.… more
- USAA (San Antonio, TX)
- …a foundation for attribution and insights that drive optimization of marketing investment . In this role, you will be the expert on current attribution ... and effectively utilized. Your work will involve developing and refining attribution models, synthesizing various data sources, and driving the implementation of… more
- Morgan Stanley (Purchase, NY)
- …allocation, portfolio construction, manager selection, risk management and performance attribution * Experience with Addepar, Investment Metrics, or other ... any exception items to ensure accurate reporting of client investments * Review investment activity, performance , and cash flows daily to ensure data quality… more
- Tompkins Community Bank (Mount Kisco, NY)
- …on behalf of the Investment Committee. Maintain a deep understanding of performance and attribution . + Maintain expert knowledge on our investment ... ideas - meet regularly with fund managers and research analytics of fund performance , risk-based measures, and attribution reporting. + Stay abreast of current… more