Performance Reporting Lead Performance Reporting Lead …

The Bachrach Group, Ltd
in New York, NY, United States
Permanent, Full time
Last application, 01 Jun 20
130000-150000
The Bachrach Group, Ltd
in New York, NY, United States
Permanent, Full time
Last application, 01 Jun 20
130000-150000
Investment Management Firm is seeking a Performance Reporting Lead

Position Description

• Manage daily, monthly, and quarterly performance reporting for all funds in the portfolios. Improve the quality and integrity of the Investment Department’s performance reporting capability by compiling information, calculating returns, streamlining processes, meeting deadlines, and making recommendations for improvement.

• Process and prepare information for investment meetings, quarterly reviews, and trustee meetings.

• Manage deadlines, deliverables, and relationships with administrators, managers, consultants, custodians, and vendors.

• Enhance and help automate the production process of the Investment Department’s performance reports.

• Oversee projects related to reporting, process improvement, and analytics.

• Understand IRR, Rates of Return calculations, creating performance charts, and visualization of data.

• Work with risk management consultant on data integration

• Supervise compilation of investment data for risk management systems

• Assist with ad hoc special projects.

• Provide guidance and training to junior staff

Required Qualifications

 • BA or BS (MBA and/or CIPM a plus)

• 10+ years of relevant work experience

• Advanced skills in Excel 

• Comprehensive knowledge of investment performance calculation methodologies

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