The Investment Performance/Risk Management Analyst is responsible for overseeing all aspects of performance analysis and reporting, from validating and reporting performance numbers to analyzing performance through holdings and returns based attribution analysis. This analyst is responsible for calculating and interpreting portfolio characteristics and statistics, recommending and validating investment strategy benchmarks, and developing and preparing reports for BCM, prospects and clients. Additionally, this analyst is responsible for validating risk measurement, analyzing risk exposure, helping to design BCM risk policies and procedures, preparing risk reports for BCM and clients and working collaboratively with the Investment Management team to ensure risk-related quant models accurately reflect risk measurement.
Generate, validate, analyze, report and communicate performance attribution data (both holdings and returns based).
Maintain strong understanding of factors and impact on performance.
Oversee reconciliation process of sub-advised account returns to ensure accurate reporting.
Design new reports for Bridgeway Funds Board of Directors, internal stakeholders, prospects, and clients as needed.
Data stewardship, quality, and governance for operational data utilized across the organization, including client reporting, marketing materials, and other analytics.
Assist in design, development, and management of future enterprise data warehouse and enterprise reporting and analytics efforts.
Collaborate with and oversee various service providers involved in data production, management and delivery.
Serve as subject matter expert for data licensing and contracts, optimizing spend and operational efficiency.
Review marketing materials, Annual/Semi-Annual Reports and Prospectus for data quality.
Calculate portfolio characteristics and statistics and provide interpretation of these measures.
Analyze account returns and performance attribution and proactively communicate analysis to help the Investment Management and Client Service and Marketing teams explain performance results.
Conduct specialized analysis as needed to explain performance and respond to inquiries.
Identify, recommend and validate usage of appropriate portfolio benchmark for investment strategies.
Responsible for developing performance analysis for future strategies.
Ensure standardization of performance analysis and reporting across all products, services and functions.
Support GIPS program.
Collect, validate and communicate risk measurement data. Assist the Investment Management and Client Service and Marketing teams in explaining risk exposure.
Analyze, escalate and resolve risk management issues.
Design and prepare risk measurement reports.
Ensure standard employment of risk measurement policy and procedures and reporting across all products and services and functions.
Oversee service providers related to performance analysis and risk management.
Develop, document and maintain procedures.
Provide cross training support across the Investment Operation team.
Provide support to other Bridgeway teams as needed.
Support Bridgeway’s Partners and philosophy inside the company and in our community.
Undergraduate degree, preferably business related.
Minimum of five years of experience; MBA, CFA or CIPM preferred.
Experience with FactSet is preferred.
Programming skills preferred
Proven/hands on expertise with performance analysis and reporting.
Familiarity with enterprise data warehousing and reporting.
Experience with index, market data, and analytics providers and licensing.
Service provider management expertise.
Effective at analyzing, designing, reengineering, documenting, and implementing processes.
Champion of continuous improvement.
Superior collaboration and communication skills.
Adaptable, flexible and responsive to multiple and changing priorities.
Ability and desire to multi task.
Ability and desire to work in a Servant Leadership culture.
Strong team player.
Strong Excel skills.
Additional Salary Information: Generous medical and dental insurance via PPO, long-term compensation, flexible PTO, and servant leadership culture.
About Bridgeway Capital Management
Bridgeway Capital Management Inc. (BCM) is a Houston-based investment management firm founded in 1993 with approximately $8 billion in assets under management. Bridgeway offers no-load mutual funds, sub-advisory services, and separate account management to institutional and retail clients. Bridgeway believes that a disciplined, statistical process – grounded in academic theory and fundamental data over long periods of time – drives success in long-term investing. We believe our strong and principled organizational culture coupled with our disciplined investment process allows us to deliver innovative investment solutions to institutions, advisors, and individuals. Bridgeway strives to put investors’ interests first by emphasizing integrity, performance, efficiency, and service. Bridgeway believes in a servant leadership centric culture and achieving transformative change in our communities by contributing 50% of profits to charitable endeavors. With Bridgeway’s commitment to quantitative strategies and long-term relationships, our intent is to provide a stable, positive, challenging, and collegial working atmosphere.