Performance Operations, VP (Trade Floor Operations) – Alternatives - CFA Institute

Position Overview

We are seeking a highly skilled and detail-oriented Vice President of Performance Operations to oversee daily performance across mutual funds, hedge funds, and institutional accounts, with a specific focus on alternative investments. In this pivotal role, you will partner directly with portfolio managers to review account performance, ensuring alignment with investment strategies and objectives.

The ideal candidate will investigate and resolve performance inquiries from internal stakeholders while developing and deploying tools to proactively identify anomalies. This role also involves collaboration with internal technology teams and outsourced service providers to enhance technological capabilities.

Key Responsibilities

1. Partner with Portfolio Managers: Collaborate closely with portfolio managers to review and analyze account performance, providing insights that drive investment decisions.
2. Build Monitoring Tools: Develop and implement tools to monitor and validate portfolio investment results, including attribution and benchmark analysis.
3. Performance Reporting: Create and maintain comprehensive performance reports and analytical tools using Python and SQL.
4. System Enhancements: Work with investment teams and technology to enhance systems related to performance attribution and reporting.
5. Data Analysis: Analyze performance data to identify trends, opportunities for improvement, and potential risks.
6. Problem Resolution: Identify potential issues and take corrective actions as needed to ensure optimal performance outcomes.
7. Process Improvement: Recommend and implement initiatives to streamline and automate workflows or processes for greater efficiency.
8. Documentation: Document firm processes, performance calculations, and methodologies to ensure clarity and compliance.

Position Requirements

1. Educational Background: Bachelor's Degree in Finance, Accounting, Economics, Statistics, Mathematics, or a related field; a Master's degree or progress towards CFA/FRM is preferred.
2. Experience: Minimum of 5 years of experience in performance management/operations, risk management, or transaction lifecycle exposure in alternative accounts from a large investment firm.
3. Investment Knowledge: Strong understanding of equity, fixed income, and alternative investment strategies.
4. Technical Proficiency: Proficient in programming (Python, SQL) and comfortable with performance measurement methodologies and risk measures.
5. Analytical Skills: Experience in calculating, validating, and interpreting portfolio investment results, including attribution and benchmark analysis.
6. Organizational Skills: Self-directed with strong organizational skills and the ability to manage multiple deadlines effectively.
7. Interpersonal Skills: Excellent interpersonal and communication skills, with a collaborative approach to working across diverse teams.
8. Ethical Standards: High ethical standards, integrity, and a commitment to continuous learning and professional development.