Performance Analyst
Santa Monica, CA

Job Description
Performance Analyst

Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment management and advisory services to institutional clients (e.g., endowments, foundations, pension plans, and select high net worth clients). Angeles’ expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management.

In this role, the primary responsibility of the Performance Analyst is to provide support to our Investment Officers on all aspects of performance reporting for 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 the investment officers in any client reporting requests.
• Support appropriate departments with ad-hoc performance data requests—including marketing material and proprietary fund reporting.

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.
• Experience with Addepar is not required but is advantageous as we are in the process of implementing this performance system.
• Additional investment software experience (Morningstar Direct, Bloomberg, InvestorForce) is a plus.
• One to three years of accounting experience, or exposure to the investment industry is preferred.
• Prior experience with a monthly/quarterly reconciliation process is advantageous.

Compensation & Benefits:

• Salary $75–95K based on experience
• 401(k) retirement savings plan with employer match
• Flexible work arrangements – hybrid work environment
• PTO plus volunteer time-off
• CFA and educational expense reimbursement

Process:

Interested parties should send a resume, cover letter and writing sample to jobs@angelesinvestments.com. No telephone inquiries will be accepted for this position.

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.

At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients. Learn more about Angeles' commitment here.