Business Analyst - Results Analysis

Irvine, CA 92618

Posted: 08/30/2019 Job Titles: FIN - Sr. Financial Analyst Job Number: 2739

Alliance Resource Group is  committed to delivering talented, qualified individuals for our clients’ specific needs. We have project and temporary professionals from interim CFOs to senior accountants – any financial services need. We are currently assisting a large financial institution, based in Los Angeles, Ca, find a Business Analyst for a 6+ month engagement. The Business Analyst  will be responsible for providing portfolio performance and attribution in support of the investment group (portfolio managers and research analysts). This will include validation, maintenance, reporting and analysis investment portfolios. In addition, the role will support the implementation of a new results and attribution system (BISAM B-ONE). You will be responsible for partnering with the implementation team as a business representative to perform input data mapping & calculation validation, and contribute to the design and evolution of automated processes and business operating model.

Responsibilities:
• Performance measurement – calculate, validate, maintain, and interpret portfolio total & asset level results and statistics

• Performance evaluation – portfolio attribution, benchmark analysis, transaction and holdings analysis (e.g. transaction and process impact analysis)

• Client support – explain calculations and methodologies, research & resolve issues, and fulfill ad-hoc requests

• Project support – partner with other business units, our Information Technology Group, or external vendors on system evaluation, design and implementation

• System expertise - serve as a subject matter expert for one or more internal and external industry applications, understanding configurations and calculation methodologies for various investment types

• Results & attribution process analysis – troubleshoot issues, understand system flows & dependencies as well as purpose, mechanics and impact of transactions on results, and support on-going design for data mapping & transformation

• Process optimization – continuously develop & evolve best practices, increase efficiency, and enhance capabilities including identification of system enhancements

• Risk mitigation - design and develop business processes, risk control measures, and metric evaluations to meet evolving business needs and to ensure on-going adherence with compliance regulations

Qualifications:

Candidates must  have a Bachelor’ s degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field. The consultant should also have:

• Domain knowledge in performance measurement and attribution

• Experience with performance measurement systems, particularly BI-SAM B-ONE is a plus

• Professional experience in an analytical/quantitative business role is preferred

• A related charter (CIPM or CFA) is preferred

• Familiarity with portfolio accounting transactions and their impact to performance measurement is preferred

• Excellent problem solving skills, ability to manage complexity, and intellectual curiosity

• Strong innovation mindset and keen focus on process optimization

• High service orientation, integrity, and ownership of work

• Strong communication skills

• Interpersonal savvy and ability to work effectively in a team environment

• An ability to analyze both data and processes

• SQL knowledge is preferred

Don' t wait as the hiring manager would like someone to start working asap! Apply today and start working tomorrow!
 

Erin Cooper
Recruiting Manager - Orange County

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