SVP, Direct Investments
BarkleySalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Finance, Investment ManagementIndustries
Requirements
- Bachelor’s degree required. Preferably in business, math, finance or related fields
- 10+ years of experience in calculating performance for various asset classes at an investment management firm
- Intimate knowledge of Global Investment Performance Standards (GIPS) policies
- Knowledge of Salesforce CRM, Advent APX, Aladdin, Investcloud APL and Sylvan performance system is a plus
- Track record of building teams to support operational processes
- Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers)
- Exceptional attention to detail and problem solving abilities
- Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus
- Ability to operate/prioritize effectively and adhere to tight deadlines
- Demonstrated ability to be flexible and adapt to changing circumstances
Responsibilities
- Manage a team of two individuals tasked with the monthly performance and composite calculation, review, and statement generation process. This includes ensuring accuracy and timeliness in reporting across various asset classes such as fixed income, equities, ETFs, mutual funds, long-short strategies, and options
- Provide oversight for Global Investment Performance Standards (GIPS) compliance and leading the annual GIPS verification process to ensure industry-standard reporting
- Optimize the current process for long short performance calculations
- Acting as a resource for other investment operations team members, providing guidance and expertise on performance concepts and operational best practices
- Lead projects to streamline operations, automate processes, and reduce errors
- Handling various internal and external client inquiries and requests related to performance reporting
- Actively contribute to SMA operations agenda and any firm-wide initiatives
- Other duties as assigned
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Director of Performance role?
Candidates need 10+ years of experience in calculating performance for various asset classes at an investment management firm, along with a Bachelor’s degree preferably in business, math, finance or related fields.
What key skills are essential for this position?
Ideal candidates must have excellent problem-solving skills, intimate knowledge of Global Investment Performance Standards (GIPS) policies, a strong grasp of performance concepts across different asset classes, and experience in long short strategies.
What does the team structure look like for this role?
The role involves managing a team of two individuals tasked with monthly performance and composite calculation, review, and statement generation.
Is this a remote position or does it require office work?
This information is not specified in the job description.
What is the salary or compensation for this role?
This information is not specified in the job description.
BlackRock
About BlackRock
New York City, New YorkHeadquarters
1988Year Founded
$78,647.7MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries