The Performance & Portfolio Analytics Group is responsible for the production, validation, and efficient delivery of performance and portfolio analytics to support the firm’s distribution, marketing, and client service materials. Beyond recurring reporting responsibilities, this position will be heavily involved with data management, the automation of reporting and validations, and support for complex portfolio analysis to benefit clients, prospects, and internal partners.
The candidate must demonstrate an ability to collaborate cross functionally to design and implement sustainable, documented, and robust processes, requiring a proven ability to develop strong relationships and build rapport quickly. Additionally, the role requires a deep understanding of the investment industry and markets, including equity, fixed income, and derivatives. Expertise with portfolio analytics systems, such as Confluence, FactSet, Bloomberg, and Aladdin, as well as technology platforms, such as SQL Server, Snowflake, Python, Tableau, and Alteryx. Success in the role requires a passion for investment analytics and our industry, from operations to client service, and everything in between.
Location: Milwaukee, WI
Responsibilities
The candidate can expect to:
- Serve as subject matter expert in performance measurement and portfolio analytics approaches and analyses as well as perform regular and ad hoc analyses across a variety of asset classes, instrument types and comparative datasets
- Use vended systems to generate portfolio analytics and performance reports to support distribution and client reporting
- Support the data management of Performance & Portfolio Analytics
- Interact with Distribution and Marketing teams to collect requirements and provide expertise with respect to performance and portfolio analytics
- Reporting automation and visualizations using tools such as Python, SQL Server, Tableau, Alteryx, and Snowflake
- Ensure quality and efficiency for business-facing reports and datasets
- Drive departmental projects and support enterprise projects to enhance existing team reporting
- Monitor changes in the industry, including regulatory, and collaborate cross-functionally to assess impacts to our processes
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
- Bachelor's degree in business, finance, data science, computer science or related field, advanced degrees preferred
- 10+ years in the asset management industry working with performance and portfolio analytics
- Analytics experience across major asset classes; equity, fixed income, derivatives, and alternatives
- CFA charter holders preferred, CIMA, CAIA, FRM certifications/credentials preferred
- Advanced technical skills, including SQL Server, Snowflake, Python, VBA, Java, Java Script, C++, Tableau, Alteryx
- Expertise with key portfolio performance and analytics platforms, including FactSet, Bloomberg, Aladdin, Confluence, and Zephyr
- Ability to drive departmental projects and support enterprise initiatives through strong time management and teamwork
- Strong communication, necessary to ensure a high level of service for internal partners
Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
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Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
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