Investment Performance Analyst (Ensign Peak Advisors)
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Job Location:
Salt Lake, UT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Ensign Peak Advisors is an affiliated organization of The Church of Jesus Christ of Latter-day support of the Churchs global mission Ensign Peak Advisors manage the financial reserves of the Church and provides cash management services to fund Church operations.
This investment specialist position is integral to our team of professionals and support staff. Ensign Peak Advisors is an integrated auxiliary of the Church responsible for managing Church financial reserves.
Responsibilities
Independently validate portfolio and manager returns across public and private asset classes including reconciliation with custodians and third-party administrators.
Produce multi-asset class performance reporting including time-weighted returns money-weighted returns (IRR) contribution to return and benchmark-relative performance.
Support development and maintenance of performance attribution methodologies (e.g. Brinson attribution multi-period linking).
Prepare monthly and quarterly internal and affiliate performance reports with clear accurate and consistent presentation of results.
Assist in onboarding new investments into performance reporting systems ensuring accurate data mapping benchmark assignment and classification.
Ensure data integrity across performance systems through validation procedures exception management and documentation of controls.
Identify opportunities to improve reporting efficiency through automation standardization and process enhancement.
Qualifications
Bachelors degree in Finance Economics Mathematics or related field.
2-5 years of experience in institutional investment analytics and reporting.
Strong understanding of financial markets and performance measurement concepts.
Progress in or willingness to pursue the CFA and/or CIPM designations.
Experience with multi-asset class reporting and benchmark-relative analysis.
Advanced proficiency in Excel; familiarity with performance systems or data tools (e.g. SQL Python) preferred.
Strong analytical skills with attention to detail and accuracy.
Clear written and verbal communication skills with the ability to present performance results to internal stakeholders.
Required Experience:
IC
Key Skills
About Company
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord’s work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings— giving Church members places ... View more
