BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
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Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
982-8

Job Type:
Permanent

Title:
Performance Analytics & Risk Manager (982-8)

Location:
Los Angeles, CA

Description:
Performance Analytics & Risk Manager (982-8)
Los Angeles, CA
Compensation commensurate with experience

This position is responsible for overseeing all aspects of performance and
analytics at the firm. This includes a comprehensive understanding of
performance calculations, maintenance of composites, GIPS compliance,
performance attribution, risk analysis, and portfolio fundamental
characteristics.

RESPONSIBILITIES:
Manage and oversee the firmís performance and analytics function
Develop and maintain policies and procedures around performance measurement,
including composite maintenance and GIPS compliance
Oversee the calculation and reporting of daily, monthly and quarterly
investment performance
Oversight and maintenance of performance composites
Responsible for overseeing the annual GIPS audit
Work closely with compliance to insure the firm is abiding to all record
keeping requirements for performance reporting
Monitor all operational aspects that impact investment performance,
including reviewing performance on new and existing accounts for
reasonableness
Manage client meeting requests and other performance-related inquiries from
the Wealth Advisor group or other internal departments
Oversee the outsourced performance platform
Oversee the firmís performance attribution and risk analysis
Oversee the process for generating statistics relevant to the firmís
investment strategies, including fundamental characteristics, risk stats,
and competitive analysis
Manage the process for calculation of performance for investment proposals
for the firmís Wealth Advisory division
Manage all requests for data from the firmís various departments, including
marketing and investment management
Produce management reporting to measure and track firms product quality
across all product lines through performance measurement and analysis
Supervise staff to motivate and elicit high-quality results on behalf of the
department

REQUIREMENTS:
Bachelors degree required
7+ years of related performance experience or an equivalent combination of
education and experience
Prior exposure to sleeve-level and/or sub-account reporting
Proficient in MS Excel, PowerPoint and Access
Familiar with Security APL, FactSet Portfolio Analysis, FactSet SPAR,
Morningstar Direct, Sylvan, GWP, Risk systems such as BARRA or Bloomberg,
eVestment analytical tools
CIPM, CFA or MBA a plus
Outstanding analytical skills and demonstrated ability to exchange complex
information effectively to reach agreement in ambiguous or difficult
situations
Demonstrated ability to build strong working relationships with multiple
stakeholders and across organizational functions
Acute attention to detail

Category:
Alternative Investments

Contact:
zach@bcius.com