We are looking for an analyst to prepare risk and return estimates of asset classes, investment manager strategies and client portfolios and to perform background research on investment managers for the firm’s investment process. The successful candidate will have opportunities to build on their knowledge of quantitative methods and the investment business and advance within the organization.
Enter and manipulate data to calculate risk levels and expected return using proprietary datasets and models.
Ensure data consistency and integrity, including troubleshooting existing applications.
Evaluate current risk and return processes against new technologies and techniques to deliver functionality required by business stakeholders and identify and implement possible areas of improvement.
Coordinate with investment teams to complete ad-hoc operational projects and gather information to aid investment decisions.
Lead data-driven research projects to support due diligence and reporting for our clients’ investment programs and managers.
Characteristics of a Successful Candidate
Comfort with: a. statistical and financial concepts b. data analysis c. working and programming in Excel VBA
Bachelor’s degree and some investment industry knowledge / experience
Pays careful attention to detail, accuracy and timeliness
Able to manage multiple projects simultaneously
High integrity and respects client confidentiality
Open-minded, curious learner
Tenacity to dig for information that is not easily available
Self-motivated, focused on continuous improvement
Collaborates with the team to enhance organizational effectiveness
Additional Salary Information: Competitive base salary, performance bonus, profit-sharing and health care benefits.
Internal Number: QRA-1
About Windmark Investment Partners, Inc.
Windmark Investment Partners (WIP) provides investment advice and fiduciary services to sponsors of large institutional asset pools. We currently advise on over $20 billion in assets. We primarily invest through fund managers globally across a variety of strategies employing equity, fixed income, hedge funds, private equity, venture capital, real estate, and real assets.