LA Company in Search of a AVP Technology
This Jobot Job is hosted by: Patrick McCarthy
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Salary: $75,000 – $150,000 per year
A bit about us:
Exciting rapidly growing financial service company is adding to their firm analytics team.
Why join us?
Top Benefits
Health
Dental
401K
Bonus Eligible
Health and Wellness Programs
Hybrid Schedule
Job Details
Responsibilities
As a member of the Client Relations team, the Diligence Services – Firm Analytics Analyst will support current and prospective clients/consultants in responding to their quantitative ad-hoc and recurring requests related to diligence and ongoing monitoring efforts. Additionally, the Diligence Services – Firm Analytics Analyst or Associate will serve as a firm resource for analysis related to Oaktree’s assets under management and client/account turnover.
Interacting with functional areas across the organization, including but not limited to marketing, client services, accounting, compliance, and legal to complete projects and requests
Responding to ad-hoc external and internal requests within deadlines
Performing ad-hoc and recurring reporting and analysis related to AUM data
Maintaining accounts gained and lost data; performing reporting and analysis related to firm and strategy account turnover
Update and perform quality control on third-party and consultant website databases
Perform quality control checks on data and analysis conducted by internal team members
Identifying and executing on opportunities to build efficiencies through process and technological improvements around routine-based data related tasks
Perform various other tasks and projects as required
Qualifications
2+ years of experience within a finance or accounting role, preferably within the investment management industry
Familiarity with credit, real assets, private equity and listed equity asset classes
Knowledge of relevant reporting outputs and metrics including performance reporting and portfolio characteristics
Solid analytical skills and ability to resolve and reconcile complex data issues
Experience responding to RFP and client-related inquiries involving firm, strategy-, and fund-level information
Strong quantitative skills supported by an ability to apply a clear understanding of underlying finance and investment concepts
Proven ability to prioritize high volumes of work while maintaining the highest quality standards
Ability to interpret data and craft thoughtful analysis for a wide range of audiences
Proficiency in Microsoft Excel and Salesforce CRM
Personal Attributes
Outstanding initiative and a strong work ethic.
Continuous intellectual curiosity.
Excellent verbal and written communication skills.
Detail-oriented, organized, and able to manage multiple projects.
Team-oriented and collaborative.
Must possess strong integrity and professionalism.
Education
Bachelor’s degree required.
Interested in hearing more? Easy Apply now by clicking the “Apply Now” button.