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PERFORMANCE ANALYST, DUMAC
Job Title: PERFORMANCE ANALYST, DUMAC
Job Code: 2231
FLSA: E
Job Level: 00
Revised Date:
Job Family: JF 28
Occupational Summary
Perform detailed analytical and statistical review of investment performance at the investment, manager, asset class and portfolio levels, with primary focus on non traditional investments; make recommendations regarding the propriety of such investments in accordance with institutional and/or departmental guidelines.
Work Performed
Perform detailed analytical and evaluative review of specific investments, historic market and portfolio performance; determine whether further consideration by senior management of Investment Committee is appropriate.
Generate investment performance and asset allocation information in formats maximizing usefulness of data.
Assist in analysis of contemplated modifications of investment policy and/or asset allocation; set forth data which support or refute the desirability of such recommendations.
Coordinate the maintenance of manager/partnership performance database; compile 'fact sheets', reports and other data as needed.
Coordinate the maintenance of internal files on managers, partnerships, or investment firms; ensure files are updated regularly.
Perform other related duties incidental to the work described herein. The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires analytical skills generally acquired through completion of a bachelor's degree in Finance, Accounting, Economics, Management Science or a related quantitatively oriented field.
Experience
Work requires the ability to analyze and evaluate investment performance generally acquired through one year of experience in the investment or a related field.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
