Manager in Financial Services Technology responsible for client onboarding and data management using Investran. Ensuring data integrity, developing reports, and providing training and support.
TS
Hybrid Investment Performance Analyst
Posted 4 hours ago
About the role
- Investment Performance Analyst at Ensign Peak Advisors overseeing multi-asset institutional portfolios and validating investment performance metrics.
Responsibilities
- Independently validate portfolio and manager returns across public and private asset classes, including reconciliation with custodians and third-party administrators.
- Produce multi-asset class performance reporting including time-weighted returns, money-weighted returns (IRR), contribution to return, and benchmark-relative performance.
- Support development and maintenance of performance attribution methodologies (e.g., Brinson attribution, multi-period linking).
- Prepare monthly and quarterly internal and affiliate performance reports with clear, accurate, and consistent presentation of results.
- Assist in onboarding new investments into performance reporting systems, ensuring accurate data mapping, benchmark assignment, and classification.
- Ensure data integrity across performance systems through validation procedures, exception management, and documentation of controls.
- Identify opportunities to improve reporting efficiency through automation, standardization, and process enhancement.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field.
- 3–6 years of experience in institutional investment performance, reporting, or investment accounting.
- Strong understanding of financial markets and performance measurement concepts
- Progress in, or willingness to pursue, the CFA and/or CIPM designations
- Experience with multi-asset class reporting and benchmark-relative analysis.
- Advanced proficiency in Excel; familiarity with performance systems or data tools (e.g., SQL, Python) preferred.
- Strong analytical skills with attention to detail and accuracy.
- Clear written and verbal communication skills, with the ability to present performance results to internal stakeholders.
Benefits
- Only members of the Church who are worthy of a temple recommend qualify for employment.
- Reasonable accommodations for qualified individuals with known disabilities.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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