Performance And Competitor Intelligence Analytics

Overview

• Contribute to a leading analytics team focused on investment performance and competitor intelligence insights.
• Analyze complex datasets to identify trends and provide actionable recommendations to stakeholders.
• Utilize advanced analytics tools and programming languages to enhance data-driven decision-making processes.
• Collaborate with portfolio managers, sales, and marketing teams to align analytics with organizational objectives.
• Support the creation of detailed monthly and quarterly performance reports for internal and external use.
• Participate in innovative research projects to improve analytics methodologies and outcomes.
• Develop and streamline workflows to ensure efficient delivery of high-quality analytics.
• Communicate complex analytical findings in a clear and accessible manner to diverse audiences.

Key Responsibilities & Duties

• Generate performance analytics and peer comparisons to support strategic decision-making processes.
• Prepare comprehensive quarterly reports detailing portfolio performance for investment committees.
• Collaborate with marketing teams to provide data-driven insights for campaigns and initiatives.
• Design and implement automated reporting dashboards in collaboration with IT teams.
• Conduct statistical analyses to support RFPs, DDQs, and consultant database submissions.
• Ensure data integrity and accuracy across internal databases and marketing materials.
• Provide training to team members on advanced analytics tools and techniques.
• Investigate and resolve performance-related inquiries in collaboration with relevant departments.

Job Requirements

• Bachelor’s degree in finance, mathematics, economics, or statistics is required.
• Minimum of 3 years of experience in performance analytics or risk reporting.
• Proficiency in tools such as Morningstar, FactSet, Bloomberg, and programming languages like Python, VBA, SQL, or R.
• Advanced skills in Microsoft Excel, PowerPoint, and data visualization platforms.
• Strong analytical and critical thinking abilities with a quantitative focus.
• Excellent communication skills to effectively convey complex findings to diverse audiences.
• Ability to manage multiple priorities and deliver results within tight deadlines.
• Experience in creating and optimizing workflows for analytics delivery is preferred.