First Trust Capital Management L.P. · 18 hours ago
Investment Performance Analyst
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
0+ years expFirst Trust Capital Management L.P. offers a curated spectrum of alternative investments, and they are seeking an Investment Performance Analyst. The role involves data analysis, investment performance assessment, and support for business development initiatives.
AdviceReal EstateVenture Capital
Responsibilities
Master and refine data analysis tools available to systemize how FTCS answers complex questions (both quantitively and qualitatively) on a regular cadence
Balance the completion of assigned reoccurring responsibilities, while meeting ad-hoc project request deliverables
Maintain a key focus on process management, output codification, and quality control
Conduct attribution, exposure, and other analyses to assess investment performance and provide actionable insights across public and private offerings
Manage performance and attribution analysis efficiently to complete ad-hoc data requests from outside sales team
Develop expertise on all current and future FTCS investment products and lines of business
Assist in providing unified sales messaging through providing regular data points and marketing support to the distribution team on portfolio positioning, asset class themes, and key selling points
Support development of product launch strategies and all aspects of generating ongoing product marketing collateral
Participate in meetings with internal and external stakeholders to share fund expertise and speak to the merits of investments and value proposition
Assist marketing and business development with other duties and special projects as needed
Maintain accurate data with and manage third-party vendor relationships as needed
Qualification
Required
Wide knowledge of quantitative and qualitative concepts pertaining to all aspects of the broad investable universe
A desire to support the sales team and to help an already fast-growing business unit continue to expand without sacrificing quality or data integrity
Basic knowledge of asset management distribution model and channels
Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
Aptitude for problem solving, ideal candidate must be resourceful and able to work both independently and as part of a team
Strong writing, communication, and presentation skills
Must be proficient in Microsoft applications (Excel, Word, and PowerPoint)
A keen understanding of utilizing systems to assist in performing portfolio attribution (Bloomberg, Morningstar, Lightkeeper)
Comfort and familiarity with large data sets, relational databases, reporting and query tools
0-2 years of relevant work experience, salary commensurate with experience
Preferred
Advanced experience or progress towards learning (e.g., VBA, Macros) in Excel preferred
Pursuit or progress towards a CFA, CAIA, CIPM and/or CIMA strongly preferred
Basic knowledge or a proficiency with SQL/Cognos or a programming language is a plus
Working knowledge of CRM programs (HubSpot, Salesforce) is a plus
Company
First Trust Capital Management L.P.
We offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Yadira Guzman
Chief Financial Officer
Chad Eisenberg, CPA
Chief Operating Officer
Recent News
Company data provided by crunchbase