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Job Summary This professional will be a senior member of our client’s Reporting & Analytics Team. Reporting to the Chief Data Officer, the role sits at the intersection of data, portfolio analytics, and client reporting. The Associate Director will help lead and manage the day‑to‑day work of the team to create and review a variety of performance analytics and produce a high volume of reporting crucial for clients and the Investment Team.
The position is based in‑office with a remote option on Fridays. The client will not sponsor H‑1B or other employment‑related visas for this position.
Essential Functions Lead and manage performance reporting workflows
Lead team workflows to ensure accurate reporting for a high volume of standard and one‑off client reports and internal analyses.
Oversee timely delivery of recurring reports, including monthly and quarterly performance reports, exposure and liquidity reporting, and other portfolio analytics outputs across multiple clients.
Collaborate closely with internal stakeholders and other teams to align timelines, expectations, and data needs.
Ensure an organized, transparent, and documented set of workflows so the team can manage competing priorities effectively.
Hands‑on portfolio and performance analytics
Use Python and other tools (e.g., Excel) to manipulate data, build repeatable analyses, and support deeper portfolio insights.
Apply sound performance and portfolio concepts (e.g., IRR vs TWR, asset‑class–specific metrics) to support both client and internal reporting.
Contribute to ongoing development of analytics (e.g., risk/return summaries, exposures, attribution‑style views, factor or other public markets analytics).
Contribute to a culture of high data quality, strong process execution, and careful review across all reporting outputs.
Team development
Provide day‑to‑day management and supervision of junior team members.
Help train colleagues on tools, methods, and best practices.
Model a professional, detail‑oriented approach and a constructive, collaborative attitude.
Serve as a strong collaborator and resource to other teams across the firm.
Cross‑functional collaboration with other internal teams
Work with other teams to clarify the core questions behind a request and focus analysis on what truly matters.
Translate investment questions into structured analytic steps and communicate results clearly and on time, including key assumptions and caveats.
Participate in ad‑hoc quantitative analyses across asset classes, strategies, and managers, as needed.
Support internal projects and process improvements
Lead or co‑lead internal projects within the Reporting & Analytics team, from scoping through execution and delivery.
Do hands‑on work alongside junior team members, using projects as an opportunity to teach and build skills to train and develop others.
Identify areas where processes or tools can be improved for accuracy and efficiency; take initiative to propose and implement better approaches.
Ensure good practices around documentation, consistency, and quality control.
Education, Experience & Skills
8–12+ years relevant experience in investment performance reporting, portfolio analytics, data analytics, or a closely related field.
Bachelor’s degree with proven academic achievement; focused degree in math, science, computer science, economics or finance preferred.
Prior people‑management and team leadership experience.
Strong project management and organizational skills to create and oversee schedules for timely and accurate delivery of reports and analysis.
Knowledge of alternative investment industry strategies, products, analytics, metrics, and portfolio analysis.
Ability to communicate (in written form) insights and takeaways from investment performance results.
Strong attention to detail in quantitative and financial analysis with a process‑orientation toward checks and controls.
Ability to handle confidential information with a high degree of professionalism.
Experience collaborating successfully in a multi‑disciplinary, diverse and dynamic team, particularly with investment and client relations professionals, a plus.
Experience at an OCIO, asset manager, institutional allocator, or multi‑family office, a plus.
Progress toward professional designation (e.g., CFA, FRM, CIPM) or relevant graduate coursework, a plus.
Technical & Analytical Skills – Required
Strong working knowledge of Python or similar language for data analysis – not a software engineering level; the client has a dedicated engineering group in‑house to assist.
Comfortable manipulating datasets (e.g., with pandas or similar), writing functions, and troubleshooting self‑produced code.
Able to produce clear, organized scripts and basic reusable components.
Solid understanding of investment performance basics.
Familiar with how different asset classes are typically measured and evaluated.
Other Additive Skills
Knowledge of Addepar.
Power user of Excel; familiarity with SQL.
Strong grasp of practical statistics and regression concepts (e.g., OLS, multivariate regression) and their application to portfolio data.
Familiarity with Git or other version control tools in a team setting.
Exposure to additional analytical languages or tools (e.g., Julia, R, or BI/visualization platforms).
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Sprachkenntnisse
- English
Hinweis für Nutzer
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