INVESTMENT ANALYST

Santa Monica, CA Santa Monica, CA

  • JOB DESCRIPTION
    PERFORMANCE ANALYST

    Angeles is a multi-asset investment firm, founded to provide sophisticated, customized, global investment solutions to both institutional and private wealth clients. Employee-owned since its founding in 2001, Angeles oversees approximately $5.2 billion in full discretionary assets as well as $28.4 billion in non-discretionary assets. Angeles’ expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management.

    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.

    REQUIREMENTS:

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

    COMPENSATION:

    Salary 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@angelesadvisors.com.

  • SEC/ADV: REQUEST
  • © 2020 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2020
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC