Job details
Job type full-time
Full job description
Responsibilities:
As a lead investment performance analyst in our pgi operations area, you’ll act as a technical expert within the performance team and be an integral part in supporting the investment, marketing, and operations teams.
You’ll have the opportunity to:
Drive investment operations projects and processes associated with performance, attribution, asset modeling, asset valuation, security/portfolio level characteristics and analytics to identify ways to maintain accuracy, reduce risk and improve efficiency.
Strengthen relationships with internal, provide education, and consult around complex and new initiatives to meet dynamic client needs.
Serve as a mentor, technical trainer, and resource to others on the team.
Perform calculations, analysis, research, and report preparation to support performance measurement, analytics & risk, and portfolio management processes.
Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.
What are we looking for?
Intellectual curiosity: desire to recognize patterns, trends, themes, and connections in information to develop innovative ideas and solutions.
Problem solving: accurately identify and assess problems and effectively arrive at solutions.
Communication: influence stakeholders and identify the resolution or escalate problems when necessary.
Constructive engagement: expresses ideas and thoughts, constructively resolves conflict, find efficiencies, and encourages others to the same.
Informal leader: proactively build and maintain positive relationships with the team and across business units while serving as a subject matter expert.
Qualifications: required skills:
Bachelor`s degree in business field including finance, accounting, mis, or engineering field such as economics, statistics, mathematics, business analytics or computer science required.
7+ years’ work experience in investment/mutual fund operations or related field.
Advanced understanding of global investment performance standards (gips), financial markets, investment strategies, security types, risk statistics, investment performance, characteristics/analytics, and attribution methodologies.
Excellent analytical, problem solving, interpersonal and communication skills.
High attention to detail with proven ability to problem-solve, negotiate, mentor and influence decisions with strong time and project management.
Ability to build and maintain strong working relationships, exercise flexibility when dealing with people and effectively communicate with internal and external contacts at all levels
Strong client service orientation, the ability to work under pressure in a deadline driven, team-based environment, make effective, high impact decisions, oversee projects, and produce accurate and timely information independently to drive results.
Preferred skills:
Prefer candidates who are actively pursuing or have mba, cfa, cipm.
Experience with industry tools such as power bi, bloomberg, sylvan or eagle is preferred.
Experience with industry investment tools such as factset, barra, aladdin, or point and/or similar investment related tools is preferred.
Additional information:
Work environment
This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek), and remote work arrangementsYou’ll work with your leader to determine which option may align best based on several factors.
Work authorization/sponsorship
At this time, we`re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the united states? this includes, but is not limited to: f1-opt, f1-cpt, h-1b, tn, l-1, j-1, etcFor additional information around work authorization needs please use the following links.
Https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants
Investment code of ethics
For principal global investors positions, you’ll need to follow an investment code of ethics related to personal and business conduct as well as personal trading activities for you and members of your householdThese same requirements may also apply to other positions across the organization.
Experience principal
While our expertise spans the globe, we`re bound by one common purpose: to foster a world where financial security is accessible to allAnd our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us togetherExplore our core values, benefits and why we’re an exceptional place to grow your career.
Principal 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.
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