PERFORMANCE ANALYST

Santa Monica, CASanta Monica, CA

  • JOB DESCRIPTION
    PERFORMANCE ANALYST

    Angeles Investment Advisors, LLC is an employee-owned multi-asset investment management firm based in Santa Monica, CA that offers strategic leadership in crafting investment programs for foundations, endowments, pensions, operating charities and families that advance our clients' missions, values and objectives.

    Angeles seeks a motivated Analyst to join our Performance reporting team. In this role, the primary responsibility of the Performance Analyst is to provide support to our Investment Officers on all aspects of servicing client relationships.

    RESPONSIBILITIES

    • Prepare monthly and quarterly client presentation material.
    • Track and calculate performance metrics for investments, composites, and benchmarks.
    • Provide written commentary of manager performance, economic conditions, and capital market results.
    • Retrieve and organize monthly and quarterly statements for private investments, hedge funds and separately managed accounts. Maintain spreadsheets that track cash flows and market values for such investments.
    • Update fund statistics within a performance software on a monthly/quarterly basis for supplemental use in client presentations.
    • Assist with any ad hoc data entry requests.
    • Assist the investment officers in any client reporting requests.

    REQUIREMENTS

    • Strong quantitative, analytical, and communication skills are a must, along with advanced computer skills, including significant experience with Excel, PowerPoint, and Word.
    • Attention to detail.
    • Additional investment software experience (Morningstar Direct, Bloomberg, InvestorForce) is a plus.
    • One – three years of accounting experience, or exposure to the investment industry is preferred.
    • Prior experience with a monthly/quarterly reconciliation process is advantageous.

    Angeles has a hybrid work environment and requires in-office attendance at least once a week. This is subject to change in the future.

    COMPENSATION

    $65K - $75K, based on experience. Health and profit-sharing benefits, CFA expense reimbursement, and discretionary annual bonus included.

    PROCESS

    Interested parties should send a resume and cover letter (both required) outlining how you meet the requirements stated herein and your experience in carrying out the responsibilities listed above to jobs@angelesinvestments.com.

    Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

    Learn more about Angeles’ commitment to Diversity, Equity & Inclusion here.

  • SEC/ADV | FORM CRS
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC