Investment Performance Analyst

Los Angeles, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree in Economics, Finance, Statistics, or an equivalent field, and have 3 to 6 years of relevant experience. Progress towards a CIPM or CFA designation is preferred, along with familiarity with GIPS and performance measurement concepts. Proficiency in MS Excel, including advanced features like pivot tables, formulas, and macros, is required, as is experience with FactSet Portfolio Analysis and SPAR. Familiarity with systems such as Sylvan, GWP, Bloomberg, and other accounting portfolio systems is considered additive.

Responsibilities

The Investment Performance Analyst will maintain and validate GIPS Composites, lead the annual GIPS Examination effort, produce daily, weekly, monthly, and quarterly performance reports and analysis, and create timely delivery of client reporting and custom reports. This role will also respond to internal ad-hoc requests for data, participate in special initiative projects, ensure policies and procedures are implemented, recommend process changes to improve data delivery, and fulfill RFP/RFI requests for performance and analytics data.

Skills

GIPS Composites

GIPS Verification

Performance Reporting

Risk Statistics

Portfolio Analytics

RFP/Questionnaire Response

Data Analysis

Process Improvement

Communication Skills

Organizational Skills

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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