ABOUT VERUS

Performance Analyst

Verus is in search of a self-motivated individual to join our downtown Seattle office. Candidates should be process-minded, detail-oriented, efficient, flexible, and results-focused.

The Performance Analyst is primarily responsible for entering and maintaining data, producing data and reports, and providing client support.

Essential Functions:

  • Enter client performance data using bank statements or verify imported bank data
  • Load and maintain various databases, process account transactions effectively
  • Perform routine and custom queries in databases, follow proper procedures to minimize errors
  • Verify current and historical work for correct entry, accuracy, and proper codes
  • Generate quarterly performance reports for client meetings
  • Generate monthly updates
  • Create custom spreadsheets and analysis
  • Keep colleagues informed of the status of the performance reports and other project status
  • Collect, reconcile and analyze investment manager returns
  • Resolve data issues with custodians and money managers
  • Provide input on portfolio performance/attribution

Verus is an independent, employee-owned, provider of non-discretionary consulting and discretionary management services to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. We are headquartered in Seattle, with additional offices in Los Angeles & San Francisco.

Our clients rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Through independent, impartial advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their enterprise objectives. We are looking for talented professionals who embody our firm values of diligence, professionalism, expertise, client service, and collaboration.

Our boutique culture allows opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus provides a competitive benefits package, and promotes healthy living through work/life quality and flexibility.

Prerequisites:

  • Bachelor’s degree required; preferably accounting, finance, or business
  • Experience in banking, accounts payable/receivable, payroll, or data analysis
  • Keen attention to detail and reviewing others’ work for accuracy
  • Proven time management/project prioritization skills
  • Solid knowledge of Microsoft Excel required

For consideration, include resume, and salary requirements. No phone calls, please.

Verus is an Equal Opportunity Employer.

Please email your resume and cover letter to jobs@verusinvestments.com if you are interested in any of the open positions.