Overview & Responsibilities: ASNY Asset Management manages the public investments for the ASNY Family Office. The Asset Management Analyst is responsible for all investment reporting/tracking, assisting the investment team with analysis of the portfolio, as well as various back office operations. Qualified candidates must be proficient in Microsoft Excel and need to be a team player with high integrity and discretion.

Various responsibilities include but are not limited to:

• Daily preparation of the overall portfolio estimate spreadsheet and any changes or enhancements as needed

• Preparation of the ASNY Asset Management monthly reporting package

• Assists with the preparation of the ASNY Asset Management quarterly reporting package

• Assists with overall performance assessment of external portfolio managers

• Assists with daily oversight of prime brokerage portfolio trader’s risk management policies as well as daily preparation of any spreadsheets used to track trading portfolio

• Assists in analysis of all other portfolio allocations including tactical positioning, trading, hedge funds, etc.

• Responsible for various other back office operations

  • Vendor relationships (Bloomberg, Market Q, etc.)

  • Miscellaneous investment related duties (Trade break reconciliations, investment statement assembly, tax information support, etc.)

• Assists with Asset Management operating budget and variance analysis

Qualifications:

• Undergraduate degree in finance or related require

• Proficiency in Microsoft Excel (Pivot tables, macros, etc.)

• Previous “relevant” investment experience/investment knowledge required

  • Experience should include an understanding of all asset classes/investments, basic performance metrics, basic risk management functions, and familiarity with Bloomberg

• Individual of high integrity, honesty and discretion

• Demonstrated effectiveness in building credibility, trust and collaborative relationships with all colleagues, both internally and externally

• Self-confident individual with sound, mature judgment, conviction and common sense

• A team player with “hands-on,” “in the trenches” work ethic/approach

Benefits:

• Competitive Compensation Package

• Paid Time Off

• Retirement Plan With Matching

• Health Insurance

• Dental Insurance

• Disability Insurance

• Vision Insurance

• Life Insurance

• Wellness Benefits