Performance Measurement Rep

Centennial, CO

Posted: 10/29/2018 Industry: FIN Consulting Job Number: 11525517
The Performance Measurement Representative performs standard control and client servicing activities to ensure accurate and timely performance measurement reporting for BBH's clients according to established standards. The Analyst takes is responsible for more routine tasks under direct supervision of the Senior Performance Analyst and Performance Measurement Manager.
1. Analysis/Client Servicing- Calculates and reports performance calculations, dividend yields and/or 30 day SEC yields and attribution (as necessary) for BBH clients.- Provides data to database companies including portfolio holdings and information to calculate accurate performance and statistics- Fields and responds to basic client inquiries and escalates issues- Exhibits developing understanding of BBH products and services- Develops relationships with internal and external clients- Fulfills basic client reporting needs 2. Risk and Control- Ensures the accurate and timely performance measurement and/or attribution reporting (as necessary); Reconciles and analyzes data source for calculations; Prepares reporting with necessary supporting documentation for review by Senior Analyst and/or Manager- Responds to internal and external audit requests promptly and accurately- Contributes to departmental procedures- Ensures adherence to all established procedures and controls 3.Technology, Innovation and Productivity - Uses internal systems to gain full knowledge of applications as they relate to the responsibilities of the Performance Measurement group- Compiles, monitors and verifies data used within internal systems- Uses relevant internal technology to effectively and efficiently manage client inquiries- Begins to identify ways to improve productivity and efficiency within the department- Assists in the coordination of new business and product implementations and conversions 4. Teamwork- Begins to develop key internal relationship to proactively aid in the resolution of client issues- Participates in meetings to accomplish the objectives set forth BA/BS degree (finance or accounting concentration preferred), and/or equivalent work experience. Knowledge and skills (general and technical) - - Knowledge of SEC N-1A and N-2 requirements and or separate account performance are a plus.- Strong analytical and problem solving skills. - Ability to plan and prioritize assignments through multi-tasking while dealing with competing deadlines.- Written and oral communication skills.- Strong knowledge of Excel is a plus.- Client service skills.
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