4 дня назад
Performance Operations Associate/ Senior Associate (Fixed Income)
87 000 - 112 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Performance Operations Associate/ Senior Associate (Fixed Income): Overseeing daily performance across funds and separate accounts, including portfolio results, attribution, and benchmark analysis, with an accent on performance validation, issue resolution, and reporting automation. Focus on investigating anomalies, conducting root cause analysis, implementing corrective actions, and developing tools with technology teams and service providers.
Location: Based in Austin, TX or Newport Beach, CA, USA
Salary: $87,000–$112,500 per year base salary, plus a discretionary bonus
Company
is an active fixed-income investment manager serving clients across public and private markets.
What you will do
- Oversee daily performance across funds and separate accounts.
- Analyze and validate portfolio investment results, including attribution and benchmark analysis.
- Investigate performance inquiries, identify anomalies, and coordinate timely resolutions.
- Lead post-issue root cause analysis and implement corrective actions.
- Recommend and implement reporting process improvements and automation.
- Document performance calculations, methodologies, and firm processes for internal training.
Requirements
- 2–3 years of experience in fixed income, performance management, risk management, or a related field.
- Bachelor’s degree in finance, accounting, economics, statistics, mathematics, or a related field.
- Understanding of equity, fixed-income, and alternative investment strategies.
- Proficiency with formulas, performance measurement methodologies, and risk measures.
- Strong organizational, analytical, problem-solving, and collaboration skills.
- Ability to work with technology, analytics, risk, operations, trade processing, portfolio management, and external vendors.
Nice to have
- Master’s degree or progress toward CFA or FRM.
- Proficiency in SQL and report-building or data-analysis tools.
- Experience calculating, validating, and interpreting portfolio investment results.
Culture & Benefits
- Inclusive, high-performance culture centered on collaboration, openness, responsibility, and excellence.
- Total compensation includes base salary and a discretionary performance-based bonus.
- Equal employment opportunity and reasonable accommodation for qualified applicants with disabilities.
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