Summary Sheet: Executive Positions |
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| Advertiser Name | Tandym Health | | Advertiser Type: | Agency |
| Classification: | Executive Positions | | Subclassification: | |
| Country: | United States | | Location: | United States |
| Language: | English - United Kingdom (en-GB) | | Contact Name: | |
| Employment Type: | Permanent | | Workhours: | Not Specified |
Position: Physician / New Jersey / Permanent / Vice President - Portfolio Analytics Job |
Description: A financial services firm in New Jersey is actively seeking a self-motivated and experienced professional to join their staff as their new Vice President of Portfolio Analytics. In this role, the Vice President of Portfolio Analytics will be responsible for the firms Performance & Analytics (P&A) function, including performance calculations across the firm's strategies.
Responsibilities
TheVice President of Portfolio Analytics will:
- Organize the firms portfolio exposure and performance data to capture key statistics on all funds
- Oversee how information is reported to key stakeholders in the organization via standardized internal reporting or external client templates.
- Work closely with various systems to understand how portfolio data is captured and sourced within its current Datawarehouse initiative (IVP)
- Build upon the Datawarehouse with added tools, including reporting interfaces and dashboard designs
- Work in partnership with the investment team and the Business Development team on designing all reporting needs and developing insights and messages from the data
- Work closely with financial accounting teams and fund administrator on investment level details for performance calculations and reporting
- Work on GIPS calculations for fund performance reporting, performance schedules and new marketing rules on net performance figures
- Continue to build upon the fund portfolio performance returns database while incorporating attribution reporting methodology
- Develop key reporting measures including calculations for exposure percentage (NAV and Asset based), asset class and data classifications, P&L reporting, Return on asset, Return on Equity, risk and correlation statistics
- Review and maintain all require client reporting templates and ad hoc requests
- Create internal templates to support investment team review of key sources of out/underperformance across companies, sectors, asset types, sponsors
Qualifications
- BS in Finance or Computer Science, Information Technology, or business-related field (or equivalent work experience)
- 5-7 years' experience in asset management operations or performance analysis role
- Strong Private Equity business acumen with an ability to leverage skills for business analysis needs
- Excellent interpersonal skills and ability to quickly build relationships
- Ability to multitask
- Ability to effectively communicate complex information
Desired skills
- Master's degree in a related field
- Experience with IVP, Sequel, and Tableau reporting
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