Lockheed Martin Investment Analyst Sr Stf in Bethesda, Maryland
The Investment Performance & Risk Analyst plays a critical role in Quantitative Analysis Group. The role is responsible for conducting daily performance reporting along with the monitoring of LMIMCo investments and monthly risk reporting across an alternatives based multi-asset class portfolio.
The role’s responsibilities will include but not be limited to:
• Refine and support investment performance & risk reporting systems • Performance - Monitor and support investment performance analytics • Performance - Run daily asset allocation and performance reports • Performance - Conduct Monthly performance attribution analysis • Risk - Run Monthly Risk reports • Risk - Conduct Monthly multi-factor analysis • Risk - Monitor and analyze investment portfolio holding exposures • Interact with Custodial banks, Fund Administrator, Internal/External Investment managers/traders, and Brokers as appropriate to research or investigate discrepancies between reporting systems.
• Confirm/Signoff on Performance Numbers associated with Monthly Books & Records • Reconciliation of Key Accounts associated with Performance for the Monthly Books & Records • Generation of Quarterly Board of Director Performance & Risk Reporting • Special projects supporting reporting various groups within the organization.
Basic Qualifications • Bachelor’s degree from an accredited college in a related discipline, or equivalent experience/combined education, with 10-15 years or more of related professional experience. A minimum of 8+ years of performance reporting. • Solid understanding of investment performance and risk analytics • Rich working experience of performance analysis and risk • Working knowledge of institutional investing in various asset classes including, equity, fixed-income, commodities, hedge funds, private equity, real estate, etc. and familiarity with derivatives. • Strong oral and written communications skills • Demonstrated persistence to see projects through completion and the ability to work independently and in a team environment • Ability to develop solutions to problems of unusual complexity which require a high degree of ingenuity, creativity, and innovations. Challenges are frequently unique and solutions may serve as precedent for future decisions. • Ability to maintain professional relationship with internal/external personnel • Ability to work in a Deadline Driven Environment and both enforce service level agreements with outside vendors and internal peers. • Effective time management and communication skills with the ability to organize a workload with competing priorities
Desired skills • Technology systems experience and familiarity with VBA, SQL, MATLAB, FactSet, Bloomberg, Advent Geneva, Imagine, and Barra • Experience with trade order management and/or portfolio management systems for Listed and OTC Derivatives • Ambitious, self-starter with an attention to detail • Knowledge of Alternative Investments (hedge funds, private equity, real estate, commodities, OTC Derivatives)
As a leading technology innovation company, Lockheed Martin’s vast team works with partners around the world to bring proven performance to our customers’ toughest challenges. Lockheed Martin has employees based in many states throughout the U.S., and Internationally, with business locations in many nations and territories.
Join us at Lockheed Martin, where we’re engineering a better tomorrow.
Lockheed Martin is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Job Location(s): Bethesda Maryland