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Portfolio Services
The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients’ investments and assets. The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting. Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting. A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department. Portfolio Services is centrally positioned to engage with all of PPM’s investment and administrative teams to meet the firm’s strategic objectives. The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities.
Job Purpose
The Performance Analytics team provides centralized and coordinated reporting and analysis support for PPM's many business units and clientele. The Performance Analytics team leverages the organization through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities. The Performance & Attribution Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, writes performance commentaries and prepares portfolio summary reports for both internal and external clients. This role involves data and information fulfillment activities for the assigned portfolios, as well as updates of non-performance materials such as marketing presentations. Process and workflow review activities are required, as well as coordination of information flow and dissemination between multiple business units. This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing, as well as external clientele and market participants.
Essential Responsibilities
Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
Provide reconciliation and analysis support for a performance attribution project.
In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
Deliver portfolio data extracts to internal and external clients as requested.
Maintain performance attribution reporting and analysis software. Utilize various systems and applications and provide recommendations on enhancements and process improvements. Interface with IT and Development staff when and as applicable.
Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.
Other Duties
Knowledge, Skills and Abilities
Proven ability to work effectively with a team in a fast-paced environment.
Broad knowledge of investment products and accounting.
Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.
Excellent computer skills with high proficiency in Microsoft Office products.
Ability to prioritize and independently manage multiple assignments and clientele simultaneously.
Experience preparing reports, analysis, and presentations for management and clients.
Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct is highly preferred.
Highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities.
Unquestionable professional integrity.
Qualifications
Bachelor's Degree , preferably in Finance, Economics, or business related discipline required.
Advanced degree or progress toward preferred.
3+ years of relevant work experience within the financial services sector required.
Industry designations such as CFA, CIPM, CPA upon hire preferred.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Base Pay:
$90,000.00 - $110,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
