Performance Analyst

Company: Orion Advisor Solutions LLC
Location: Omaha
Posted on: March 19, 2023

Job Description:

The Performance Analyst supports internal and external clients by maintaining portfolio performance data, generate composites, ad-hoc reporting and assist in GIPS audit process. Essential Functions of the Job

• Understands and evaluates the data integrity of performance data in our portfolio accounting system by identifying and resolving outliers.
• Supports internal and external clients by producing ad hoc reports from our portfolio accounting system daily.
• Prepares performance composite returns on Brinker Capital's investment management products each month.
• Posts internal performance returns for Brinker Capital's investment management products on external databases for public consumption.
• Actively participates in the quarter end cycle (requires some weekend work) and eventually evaluating, running, & communicating end client performance reports.
• Identify opportunities to increase efficiency for internal processes that would improve client experience.
• Manipulates data received via various formats and sources into performance files, spreadsheets, and other accessible reports.
• Participates in GIPS audit with Brinkers GIPS verifier company.
• Assist Wealth Advisory team on performance and reporting related items.
• Training resource for internal staff on performance and portfolio accounting system information. Skills Needed to Perform the Job
  • Ability to multi-task while maintaining careful attention to detail.
  • Ability to work effectively both individually and within a team environment.
  • Ability to work with a sense of urgency to meet deadlines and address competing priorities.
  • Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook.
  • Effective written, listening, and verbal communication skills.
  • Effective problem solving and organizational skills. Education Needed to Perform the Job
    • Minimum of a bachelors degree in Business, Economics, Finance, or related field required.
    • Obtain the Orion Industry Certification Experience Needed to Perform the Job
      • Minimum of 3 years of experience in financial services field required.
      • Basic knowledge of Financial Securities and GIPS required.
      • Orion portfolio accounting experience preferred. Salary Range: $58,980.00 - $86,621.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orions success and powers success for our clients and everyone at Orion.

Keywords: Orion Advisor Solutions LLC, Omaha , Performance Analyst, Professions , Omaha, Nebraska