Performance Reporting Assistant

  • Employment: Full-time
  • Locations: New York, NY
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ABOUT GQG PARTNERS

GQG Partners is an investment boutique which is a wholly owned subsidiary of a majority employee-owned company listed on the Australian Securities Exchange (ASX: GQG). The firm manages global and emerging market equities for institutions, advisors, and individuals worldwide. The company is headquartered in Ft. Lauderdale FL, with offices in New York, Seattle, London, Sydney, and Abu Dhabi. GQG Partners manages more than US $150 billion in client assets as of May 31, 2024, and employs approximately 200 associates worldwide.

GQG is passionate about investing and strives for the highest levels of excellence in a competitive industry. It is our responsibility to help investors secure their financial future and we are honored that our clients entrust us with their financial capital. We endeavor to create a business that is closely aligned with our clients’ financial interests. And we strive for success at all levels of our organization through a commitment to independent thinking, continual growth, cultural integrity, and a deep knowledge of the markets.

KEY RESPONSIBILITIES

  • Assist with the preparation of monthly client deliverables.
  • Contribute to the analysis and interpretation of performance, attribution, and analytical data.
  • Evaluate, quality control and manage the monthly performance reporting process. Including being able to describe and illustrate performance drivers, outliers and dispersion between composites, strategies and/or accounts qualitatively and quantitatively.
  • Work independently, with minimal guidance and act as a resource for colleagues on the GIPS Team and within the firm.
  • Support the production of accurate and timely reporting deliverables for the RFP, DDQ and Client Services Teams.
  • Perform data mining from multiple data sources, integrating and analyzing data sets.
  • Partner with verticals throughout the firm to assist with data accessibility.
  • Respond to internal and external ad-hoc questions.
  • Familiar with GIPS and composite maintenance.
  • Work with vendors to resolve any pending issues.

SKILLSET EXPECTED

  • CIPM or similar experience within a performance or risk vertical at a Buyside asset manager.
  • Ability to analyze, interpret and explain performance, performance contribution and attribution and distill the driver’s impacting performance.
  • Strong analytical and data analysis and interpretation skills with a proven track record of working with large data sets and formulating interpretation and supporting others in creating corresponding narratives.
  • Strong working knowledge of Microsoft Office applications (Excel proficiency using pivot tables, Match Index, H- & V-lookups, etc., Outlook, Word, PowerPoint)
  • Familiarity of Power BI, SQL, VBA.
  • Use of Capital IQ’s portfolios tools a plus
  • Use of Northern Trust’s platform (IOO, FA) a plus
  • Use of Atom Invests Client Portal a plus

REQUIRED BACKGROUND / QUALIFICATIONS / EXPERIENCE

  • B.S in Business, Finance, Economics, or Statistics
  • 3-5 years as a data or reporting analyst or other relevant work experience.
  • Demonstrated analytical skills.
  • Excellent time management and organizational skills.
  • Ability to independently multi-task and deliver on deadlines and deliverables.
  • CIPM Certificate or Candidate preferred.
  • Exceptional attention to detail while still understanding the big picture.
  • Excellent communication skills, both written and verbal.
  • Ability to balance completing scheduled deliverables and ad hoc requests.
  • Strong analytical and problem-solving skills.

GQG Partners LLC is an Equal Opportunity Employer and will not engage in unlawful discrimination on any basis prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.

For more information about equal employment opportunity, please click here for “EEO Is the Law.” GQG Partners LLC may participate in E-Verify, please view the following links for details in English and Spanish. For information regarding your Right to Work, click here for details in English and Spanish.

Please refer to our Applicant Privacy Notice for important privacy disclosures. 

GQG Partners LLC is an Equal Opportunity Employer and will not engage in unlawful discrimination on any basis prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.
For more information about equal employment opportunity, please click here for “EEO Is the Law.” GQG Partners LLC may participate in E-Verify, please view the following links for details in English and Spanish. For information regarding your Right to Work, click here for details in English and Spanish.