Job Description
Company Overview: An investment management firm with approximately $17 billion in assets under management is seeking a Senior Associate to join its Performance Reporting and Analytics Team. This role will focus on financial information, investment strategy attribution, and performance measurement-related data. Job Responsibilities: Deep understanding of best practices around structuring dimensions and fact tables, adhering to a star schema model. Proficient in SQL, Python, Alteryx, and other development languages for curating strategic data sets and views for investment dashboard creation. Lead efforts around data governance and monitor ACU usage. Technical lead on data quality control process design, execution, documentation, and monitoring. Assist in tech stack architecture for optimal data flow, data quality control, and optimization within cloud-based infrastructure. Initialize data processes involving strategy tagging, security master metadata, and position level attributes. Leverage cloud-based database management solutions such as Snowflake and Sigma. Calculate critical analysis such as Performance Attribution, Return Forecasting, Liquidity Analysis, and Hedging Efficacy. Assist in the preparation of monthly materials for the C-suite review of Fund performance. Assist in the creation of investment and operational dashboards. Act as subject matter expert in calculation methodology for accuracy and consistency in reporting. Assist in analytics related to investor-level data and marketing efforts. Leverage technology platforms, including Power BI, Sigma, and Arcesium for reporting platforms. Qualifications: Undergraduate degree in finance, mathematics, accounting, economics, or equivalent. 2-10 years of experience. Advanced knowledge of Excel and PowerPoint; VBA/Macro/SQL/Alteryx experience a plus. Understanding of quantitative metrics in private equity and hedge funds. Strong knowledge of various investment products, financing/leverage, and complex fund structures. Compensation: Pay Rate: $100/hr The post Senior Associate, Data Strategist appeared first on Landing Point.