Performance Reporting and Investment Operations Analyst

Operations · Menlo Park, California
Department Operations
Employment Type Full-Time
Minimum Experience Mid-level

Candidates will have strong analytical, communication and organizational skills, advanced Excel abilities, and are comfortable meeting tight deadlines. The ability to interpret financial data quickly and accurately is critical to success in this role.

 

Requirements:

  • Bachelor’s Degree in Economics, Finance or Business
  • CIPM Credential strongly preferred.
  • Three years (or more) of relevant experience, especially in financial reporting.
  • Proficiency with a Performance Reporting System, (we use Investment Metrics)
  • Advanced Excel and MS Access skills


Our benefits include medical, dental, vision, group life, short and long-term disability, 401(k), a “take what you need” time off policy and reimbursement of expenses for work toward CFA, CAIA and CIPM designations.

 

The Firm has a practice of promoting from within and rewards significant contributions to the company.

 


Alan Biller and Associates is an equal opportunity employer.

Thank You

Your application was submitted successfully.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

  • Location
    Menlo Park, California
  • Department
    Operations
  • Employment Type
    Full-Time
  • Minimum Experience
    Mid-level