Prime Buchholz LLC is a B-Corp organization committed to positive impact and career growth in the investment industry. The Performance Analyst role involves learning about global capital markets and supporting team members by calculating and reconciling investment performance for client accounts.
Responsibilities
- Learn, then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for all investments and plans
- Utilize various custodian bank downloads and data files for proprietary performance measurement system input
- Utilize a proprietary database of client statements on a monthly basis to complete performance measurement calculations for all client investments
- Maintain monthly cash flows for 25–30 assigned client accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
- Calculate portfolio characteristics for client reports that include, but are not limited to, equity, fixed income, hedge funds, and real assets
- Analyze client meeting reports in a timely manner and ensure all job-specific action items are handled through completion
- Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships
Skills
- Bachelor's degree required, Finance or business-related field strongly preferred
- Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
- Must be a team player with effective time management skills and the ability to multitask
- Intermediate to advanced experience in PowerPoint and Excel, specifically with respect to financial functions and chart generation
- Prior certification, progress towards or willingness to pursue CFA, CAIA preferred
Benefits
- Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
- Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
- Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
- Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life’s major milestones, including family growth.
Company Overview
Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm. It was founded in 1988, and is headquartered in Portsmouth, New Hampshire, USA, with a workforce of 51-200 employees. Its website is https://www.primebuchholz.com/.