Performance Reporting Analyst

Bell's Values:
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:
* Promoting and sustaining our family atmosphere.
* Providing unequaled personal service to each and every customer.
* "Paying it forward" by giving back to the communities we serve.

Our Bottom Line:
Happy Employees! Happy Customers!

The Performance Reporting Analyst is responsible for investment performance analysis, including measurement and reporting, utilizing industry standard tools and reporting applications. The 3 primary areas of focus include institutional client reporting, monthly/quarterly GIPS performance updates, and investment reporting support for marketing materials. The Performance Reporting Analyst is viewed as a key member of the Investment Team and is relied upon as an expert within performance measurement and reporting.

Primary Duties:
The Performance Reporting Analyst will generally assist Portfolio Managers, and Senior Portfolio Managers with the following duties:
* Performance Reporting:
* Develop and publish high quality routine and ad-hoc performance measurement and analytics reporting for various stakeholders, including Institutional Clients and the Investment Team
* Create/redesign/enhance existing reporting framework to meet evolving needs
* Calculate and/or validate GIPS compliant returns; fees; performance attribution, exposure, and risk analytics for investment managers, portfolio aggregates, and benchmarks
* Establish and manage a schedule of reporting deliverables in satisfaction of various deadlines
* Work directly with vendors, Investment Team, and systems to ensure complete, accurate, and timely updates to databases.
* Key member of the reporting governance team responsible for assisting with the reporting governance processes and overall data quality
* Data steward for performance data within overall data management strategy.
* Performs special projects as needed.

Client Investment Reporting:
* Prepare investment reports for use with institutional investment committees/clients; including retirement plans, insurance companies, corporate accounts, endowments, and foundations.

Provide Support to Marketing:
* Assist in preparing investment reporting information for marketing materials, Request for Proposals (RFPs), and client/industry presentations.

Job Skills Required:
* Bachelor's degree in business, finance, accounting, economics, statistics or field closely related to any of these degrees.
* 2 to 7 years of experience in the investment management/financial industry, including calculating and interpreting performance.
* Progress toward, or completion of, CIPM (Certificate in Investment Performance Measurement) and/or CFA professional designation(s) is preferred
* Working knowledge of GIPS (Global Investment Performance Standards)
* Passion for the investment management, security analysis industry.
* Knowledge of the following areas:
- Investment terminolog
- Investment process and markets
- Investment portfolio theory and practice.
- Accounting practices.
- Fixed income and equity securities and trading practices.
- Spreadsheet software and financial information systems.
* Detail oriented, highly organized and self-directed and motivated.
* Solid quantitative and qualitative analytical skills and problem solving skills.
* Good written and communication skills; ability to communicate complex topics.
* Ability to learn new technology systems to enhance investment platform.

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Bell Bank Equal Opportunity Employer