- Citigroup (New York, NY)
- The Client Data & Returns ...and cluster CEOs) + Help to develop and implement attribution methodologies for client revenue, expenses and ... help drive efforts to provide a framework for measuring client financials and returns and will work...effectiveness, productivity, and/or controls + Ensure current and future data policies and governance principles are followed + Appropriately… more
- BMO Financial Group (Denver, CO)
- …Automate and optimize reporting process through Excel VBA programming. Perform data analytics tasks, including sourcing, cleaning, signal testing, and evaluation, ... Matlab. Supporting portfolio strategists with portfolio optimization, performance evaluation, attribution analysis and investment screening. Maintain, update, and expand… more
- PNC (Philadelphia, PA)
- …and risk management teams, to deliver portfolio recommendations that maximize risk-adjusted returns for a variety of client situations. You will also ... be responsible for developing and maintaining detailed performance and attribution , exposure, and risk reports that are presented to the Investment Policy Committee… more
- Neuberger Berman (New York, NY)
- …to monthly performance estimates, close packages/NAV, allocations, waterfalls and fund returns + Oversight of the Fund Administrator responsible for the preparation ... + Maintain expense register and ledger for expense budgeting, attribution , and forecasting. + Oversight and compliance of fund...knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data… more