Senior Investment Performance Analyst at Virtus

Los Angeles, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Bachelor’s degree in economics, finance, statistics, or equivalent
At least 5-7 years’ relevant experience
Progress towards CIPM, CFA is a plus
Proficiency in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity with the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models – Axioma, Barra, Morningstar Direct

Responsibilities

Manage the daily, monthly, and quarterly reporting of investment performance
Oversee the firm’s GIPS compliance, annual GIPS examination, and maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed

Skills

Key technologies and capabilities for this role

ExcelVBAPivot TablesGIPS CompliancePerformance AttributionBloombergSylvanGWPPortfolio AnalyticsRisk Statistics

Questions & Answers

Common questions about this position

What is the salary for the Senior Investment Performance Analyst position?

This information is not specified in the job description.

Is this role remote or onsite?

The position is onsite.

What skills and experience are required for this role?

Candidates need a Bachelor’s degree in economics, finance, statistics or equivalent, 5-7 years of relevant experience, proficiency in MS Excel including formulas, pivot tables, macros and VB, and Microsoft Office proficiency. Progress towards CIPM or CFA is a plus, along with familiarity with systems like Sylvan, GWP, or Bloomberg.

What is the company culture like?

The company seeks highly motivated, organized individuals with strong initiative and excellent communication skills who share their values, work hard, and support each other as a team and individuals.

What makes a strong candidate for this position?

A strong candidate will have 5-7 years of relevant experience in performance analysis, a relevant degree, advanced Excel proficiency including macros and VB, and familiarity with performance systems like GIPS composites and tools such as Sylvan or Bloomberg, plus progress toward CIPM or CFA.

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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