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Reporting and Performance Analyst

Company: Hirtle, Callaghan & Co.
Location: Dover
Posted on: January 15, 2022

Job Description:

Hirtle Callaghan is a registered investment advisor who pioneered the Outsourced Chief Investment Officer model in 1988. We set out, over thirty years ago, to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. Our conflict-free structure ensures that our interests are 100% aligned with our clients - we sell no products and offer each client our best advice, insights and opportunities. Simply said, we exist to serve our clients. Trust, integrity, curiosity, collaboration and innovation are central to our culture. We are dedicated to serving our clients in perpetuity through building an enduring institution. We seek talented individuals who will embrace our partnership culture and possess the drive to make a difference. We challenge each other to be our best selves and recognize our team's efforts with an industry-leading compensation and benefits package.

As a Reporting and Performance Analyst, you will be part of the team that centralizes client report generation and performance validation and responds to client-specific cyclical workflow demands. You will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients.

As a Reporting and Performance Analyst, you will be responsible for:
Engineering various monthly, quarterly and ad-hoc reports & presentations for client portfolios.
Building processes to automate customized reports using Seismic and other reporting tools to increase the efficiency of the team.
Developing new reporting templates and onboard new clients into our reporting program.
Performing client account and performance-related data validation, including but not limited to calculations of performance returns, benchmark data, and statistics, to the highest level of accuracy within predefined deadlines.
Developing processes to obtain access to internal and external data, transform the data and store in a central data repository for reporting by different business lines.
Improving current and develop new standard operating procedures for report and presentation creation.
Learning and becoming proficient in various technology resources that will be vital for success within the firm (Bloomberg, Factset, Black Diamond, Red Black, Tableau).
Providing back-up and support to other team members when necessary.

What We Are Looking For:
Bachelor's degree or equivalent
Advanced Excel and PowerPoint skills
Client-first mindset
Excellent communication skills
Outstanding work ethic
Exceptional attention to detail and organizational skills
Desire for continued learning and professional development
Experience with Salesforce, Seismic, accounting/performance applications and online reporting systems preferred
Knowledge of various classes of investments and performance measurement calculations preferred

At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

Keywords: Hirtle, Callaghan & Co., Wilmington , Reporting and Performance Analyst, Advertising , Dover, Delaware

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