Victory Capitel
Performance Analyst
Victory Capitel, Cleveland, Ohio, us, 44101
About Victory Capital:
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose:
Using a broad base of knowledge about the investment management industry, you will monitor account and composite level performance and data inputs and outputs, assets under management data collection and reporting. Responsibilities will also include verifying information integrity and produce reporting for different groups and systems within the Organization including portfolio management, operations and management.
You will report to the Operations Manager.
You Will:
Review and recommend changes to written procedures that extensively document the specific steps required to complete complex processes.Ensure documentation on existing processes is current and up-to-date.Identify opportunities to automate, recommend solutions and implement them into production.identify issues and resolve problems, including definition of cause.Communicate with our customers to meet common goals.You Have:
An undergraduate degree in Accounting or Finance.3+ years of experience in the Investment Management industry.In-depth knowledge of Global Investment Performance Standards (GIPS).Advanced knowledge of Excel. Have the ability to gather data from external sources to be read into Excel (can perform complex functions) .Exposure to the following software packages: Zephyr, Morningstar, SEI, Archer, and FactSet.Knowledge covering a full range of investment products including: separately Managed Accounts, Wrap accounts, UMA, Mutual Funds, Common Funds Collective Fund, fund of Funds, ETFs, UCITS.Mathematical / Statistical knowledge.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose:
Using a broad base of knowledge about the investment management industry, you will monitor account and composite level performance and data inputs and outputs, assets under management data collection and reporting. Responsibilities will also include verifying information integrity and produce reporting for different groups and systems within the Organization including portfolio management, operations and management.
You will report to the Operations Manager.
You Will:
Review and recommend changes to written procedures that extensively document the specific steps required to complete complex processes.Ensure documentation on existing processes is current and up-to-date.Identify opportunities to automate, recommend solutions and implement them into production.identify issues and resolve problems, including definition of cause.Communicate with our customers to meet common goals.You Have:
An undergraduate degree in Accounting or Finance.3+ years of experience in the Investment Management industry.In-depth knowledge of Global Investment Performance Standards (GIPS).Advanced knowledge of Excel. Have the ability to gather data from external sources to be read into Excel (can perform complex functions) .Exposure to the following software packages: Zephyr, Morningstar, SEI, Archer, and FactSet.Knowledge covering a full range of investment products including: separately Managed Accounts, Wrap accounts, UMA, Mutual Funds, Common Funds Collective Fund, fund of Funds, ETFs, UCITS.Mathematical / Statistical knowledge.
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.