This person is expected to quickly learn and master the performance system (Eagle PACE); he/she will work close to technology enhancing the system and developing new reports and procedures.  This individual will therefore be able to speak to and understand technical concepts related to database structure and code developing.  Additionally this person will be assigned projects by senior staff and will be expected to work independently under minor supervision.

Along with the responsibilities and competencies specified below, we are looking for an individual who possesses a positive, active-oriented attitude and understand the importance of taking initiative within a team environment.

Responsibilities/Duties:

• Report to Supervisor of the Systems & Data Management while interacting with Analytics, Investment Support and Client Services staff
• Gather and validate market data
• Interpret and setup custom benchmark calculations
• Work with analytics group to develop new custom benchmark methodologies
• Maintain data integrity enforcing an exception-based procedure
• Perform performance and statistical analysis using existing tools.  Be able to recreate results for validation and enhancement purposes
• Understand overall responsibilities of the Performance Group including GIPS Compositing, Systems & Data Management and Tactical Analysis

• Work with technology to:
  • Enhance current process work flow process
  • Develop and validate new reports
  • Analyze and document new business initiatives with sufficient detail and clarity
• Support various existing access databases.  Enhance and develop additional modules using Microsoft Visual Basic.
• Master and support several of the proprietary and vendor related applications. 
  • Gain good understanding of the performance system’s complex architecture
  • Perform user acceptance testing and validation for application upgrades
• Effective communication to all levels within the organization

competencies:

• Three plus years of related experience in the financial services industry
• Basic knowledge of performance calculations and related analytical calculations
• Strong analytical and problem solving abilities
• Excellent communication and interpersonal skills
• Solid computer skills with a high level of proficiency in Microsoft Excel is required.
• Good organizational skills
• Passed CFA Level One and is interested in pursuing CIPM designation
• Financial analysis experience is a plus
• Knowledge using and Developing  MS Access databases is required.
• Knowledge of various data systems including:  Bloomberg, Lehman Live/Point, MSCI, Barclays and Yieldbook
• Experience coordinating projects

Knowledge of PACE and/or other performance systems is desired

Academic Qualifications (minimum requirements):

Undergraduate (or higher) degree in related field