Investment Performance Analyst

AMG & Associates is a leading investment advisory firm dedicated to delivering superior performance and innovative solutions to our clients. With a commitment to excellence and integrity, we empower our team members to drive value and make a meaningful impact on our clients' investments.

We are seeking a detail-oriented and analytical Investment Performance Analyst to join our dynamic team, where your evaluations will directly influence client investment strategies and outcomes.

Key Responsibilities:

Analyze investment performance data across various asset classes and strategies to ensure accuracy, compliance, and meaningful insights for clients.

2- Prepare comprehensive performance reports, including performance attribution, risk metrics, and benchmarks, tailored to the needs of our clients.

3- Collaborate with the investment team to provide insights on asset allocation, performance trends, and market conditions.

4- Identify and implement improvements in performance measurement processes and systems.

5- Respond to client inquiries regarding performance analysis and reporting.

6- Stay updated on the latest developments in performance analytics, investment strategies, and industry regulations.

Qualifications:

1- Bachelor's degree in Finance, Economics, Statistics, or a related field.

2- 2+ years of experience in investment performance analysis or a related financial role.

3- Strong knowledge of performance measurement standards (e.g., GIPS) and investment metrics.

4- Proficiency in performance analytics software and tools (e.g., Bloomberg, FactSet, or similar).

5- Advanced skills in Excel; familiarity with programming languages (Python, R) is a plus.

6- Excellent analytical skills and attention to detail.

7- Strong communication skills, both written and verbal, with the ability to present complex information clearly.

8- Ability to work independently and manage multiple projects effectively.

What We Offer:

1- Competitive salary and performance-based bonuses.

2- Flexible remote work environment.

3- Comprehensive benefits package, including health, dental, and retirement plans.

4- Opportunities for professional development and continued education.

5- A supportive and collaborative team culture focused on innovation and growth.

If you are passionate about investment performance analysis and eager to contribute to a forward-thinking firm, we encourage you to apply!