Business Planning Analyst - Expired Jobs
This job expired on 10-09-2012
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Support labor and travel expense reconciliation and monitoring for outside audit reviews. Track trust expenses; prepare analysis and reports to support fiduciary monitoring. Support preparation of reports and filings for regulatory bodies; also support investment-related surveys. Support daily monitoring of investment compliance; prepare reports. Support investment performance reporting and monitor key processes. Support risk-related reporting, including relationship exposures, counterparty risk, collateral, overlay rebalancing of asset mix, and liquidity. Facilitate data and software support for various analytic tools. Support investment committee reporting. Support document management processes, including logging and scanning of key documentation. Support Alts capital call tracking; deal pipeline logs; quantitative due diligence analysis; and scanning and filing of documents. Support Alts special projects as needed.
EDUCATION: Bachelor's degree in related fields such as Business, Finance, Accounting, Economics, or Mathematics, with 2-3 years of related work experience.
Working knowledge of Microsoft Office and PowerPoint. Strong Microsoft Excel skills including writing formulas and management of data.
Preferably, familiarity with concepts relating to investment performance and portfolio analytics (e.g., returns, risk measures, exposures). Familiarity with concepts relating to pension plans and the role of custodial banks. POSITION REQUIRES SELECTED CANDIDATE TO PASS A CREDIT CHECK
WORK HOURS: 8:00 - 5:00