Careers

Home / Careers

Main Photo

CAREERS


At Alesco, employee experience is just as important as client experience. We believe our core values of service, integrity, and value extend to our own people through a work environment based on professional growth, expertise, work-life balance, and a family atmosphere. Together we celebrate and recognize the investment successes of our clients.

All employees at Alesco are offered a wide range of benefits including medical, retirement, paid time off, and more.

Open positions are listed below. Interested applicants should forward cover letter and résumé to sburke@alescoadvisors.com.

 

Performance Analyst

Position Overview

Primarily responsible for conducting performance analysis across multiple high-net worth and institutional client portfolios, including setup, reconciliation, analysis and governance, ultimately culminating in production of quarterly performance reporting packages. This position is fully on-site.

The ideal candidate is highly productive and efficient with strong communication, partnering and problem solving skills. In addition to organizational, multitasking and prioritization skills, the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a cooperative attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The salary range is $58,700 - $68,500.

Core Responsibilities Include

  • Maintain ownership and knowledge of a portfolio of both high net-worth and intuitional clients for delivering monthly, quarterly and ad-hoc reports which may include, but are not limited to, executive summaries, board reports, and presentations in an accurate and timely manner
  • Analyze and interpret performance returns and associated market benchmarks
  • Work in a team environment and provide consultation to principals and senior investment professionals in formulating appropriate responses to client requests
  • Apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparisons
  • Ensuring that the data required to support our investment programs is complete, current, accessible, and maintained in systems with a high degree of accuracy
  • Collaborate with operations and investment staff to continuously evaluate and improve efficiency of processes and systems that support performance reporting and investment operations
  • Ability and willingness to take on cross-functional duties within the firm when necessary 

 

Qualifications

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred
  • 1-3 years of experience in the financial services industry preferred 

Knowledge and Technical Skills:

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to financial, statistical, and reference functions
  • Knowledge of performance attribution and characteristics including benchmarks and composition
  • Knowledge of the Global Investment Performance Standards (GIPS) preferred
  • Experience in the use of third-party tools such as Bloomberg, Orion Advisor Solutions, Morningstar Direct, Salesforce is a plus 

Key Competencies:

  • Highly motivated with the ability to multi-task and work in a fast-paced, deadline driven environment
  • Exceptional attention to detail and accuracy
  • Effective in time management, prioritization of tasks, and overall organization
  • Strong written and verbal skills, including the ability to prepare and interpret materials clearly and effectively for senior and executive level audiences
  • Strategic thinker that possesses excellent quantitative, analytical, critical thinking, and problem-solving skills