Hybrid Associate Director, Performance Analytics bei Cohen & Steers
Cohen & Steers · New York, New York, US, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in New York, New York, US
Job Title: Associate Director, Performance Analytics
Department: Investment Administration
Reports To: SVP - Performance Management
FLSA Code: Exempt
Estimated Salary: $105,000 - $115,000
Job Summary:
The Investment Performance team is responsible for all performance-related matters within the firm. This includes, but is not limited to, execution and communication of: calculating performance across all investment products, attribution analysis, competitor analysis, risk statistics, and portfolio characteristics. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Verify official benchmark and preliminary account returns.
- Maintenance of all returns on firmwide performance intranet.
- Prepare materials for corporate and fund board meetings.
- Calculate risk statistics for portfolios, composites, competitors and benchmarks
- Run internal daily fund information and rankings reports.
- Distribute daily performance reports across various accounts and strategies
- Work on the continuing automation and data centralization projects
- Assist retail, institutional and portfolio management groups with performance related requests and special projects.
- Review portfolio attribution analysis and ensure accuracy of strategy commentaries and annual reports.
- Review and provide feedback on accuracy of performance and related information for mutual fund semi-annual, annual financials and prospectus reporting.
- Reconcile various internal account returns to custodian returns and prepare client specific reports.
Minimum Requirements:
- Proficient in Microsoft Office Suite, including advance functions of Microsoft Excel
- Familiarity with Morningstar Direct, Bloomberg, SimCorp Dimension, Factset /B-One attribution system and Power BI tools is a major plus
- Strong knowledge of performance, attribution analysis, risk statistics and portfolio characteristics
- Excellent communication and quantitative skills
- Basic understanding of coding is a plus
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
- Is able to abide by the firm’s hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)
Qualifications:
- Bachelor’s degree
- 5 - 8 years of related experience required
- CIPM or CFA is a big plus
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
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