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Investment Performance Analyst

$80k - $120k

Virtus Investment Partners, Inc

Investment Performance Analyst Located in our Century City office. Duties and Responsibilities Maintain and validate GIPS composites. Lead the annual GIPS examination effort. Produce daily, weekly, monthly, and quarterly performance reports and analysis. Generate timely client reporting and create custom reports. Respond to internal ad‑hoc requests for performance, client, and portfolio analytics data from various stakeholders. Respond to RFPs/RFIs for performance and analytics related data. Participate in special initiative projects as needed. Ensure policies and procedures are implemented and documented. Recommend and implement process changes to increase timely and accurate delivery of performance data. Ideal Qualifications Bachelor’s degree in Economics, Finance, Statistics, or equivalent. Progress towards CIPM, CFA is a plus. 3 to 6 years of relevant experience. Knowledge of GIPS and performance measurement concepts. Experience with FactSet Portfolio Analysis and SPAR is extremely helpful. Proficiency in MS Excel (sorting, searching, linking, pivot tables, formatting, formulas, macros, VB). Microsoft Office proficiency (Word, Excel, Outlook). Familiarity with Sylvan, GWP, other accounting portfolio systems, Bloomberg is additive. Ability to quickly learn new systems and software. Strong organizational and communication skills; ability to manage multiple projects concurrently while meeting deadlines. Self‑starter with motivation to develop new ideas to enhance current procedures. Ability to explain detailed messages to internal stakeholders and to work independently as well as in a team environment. Compensation and Benefits Starting base salary is $80,000.00 to $120,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. Competitive Pay Medical, Dental, and Vision Insurance (starting day 1) Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts, including Dependent Care Wellness Program Tuition Reimbursement 24‑Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer Days Legal and Eligibility This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role. Equal Opportunity Employer Kayne Anderson Rudnick is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr Virtus Investment Partners, Inc

Vacancy posted 6 days ago
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