Artisan Partners has an immediate opening for a Financial Analyst on the Firm’s Business Reporting & Analytics team. This team partners with Artisan’s executive team to support strategic decision making and communications with stakeholders including analysis of key metrics, resource planning and allocation, and competitive positioning.

The Financial Analyst role allows a highly analytical and technology proficient candidate a broad opportunity to learn key drivers of the investment management business while working alongside a team of seasoned business professionals. The Business Reporting & Analytics Financial Analyst will conduct research, work with our data governance team to understand and define key metrics, utilize data visualization tools to identify insights and develop written and verbal communications skills to support a variety of key internal and external stakeholders.

Responsibilities

The candidate is expected to:

• Interact with multiple business units at the firm, building relationships with firm leaders
• Monitor key metrics, utilizing technology to support effective communication of these metrics
• Evaluate requests from executive management to determine the most appropriate data to support the decision at hand
• Utilize strong internal and vendor relationships to gather information to support analysis
• Analyze internal and external data trends to discover insights while considering multiple perspectives
• Gather and analyze data in relation to industry trends and competitive positioning
• Determine effective ways to present conclusions to the intended audience, utilizing Tableau, PowerPoint or other relevant tools
• Present insights and conclusions to stakeholders in a confident, compelling and easy to understand manner
• Prepare board materials, earnings releases and regulatory filings
• Review and summarize sell-side reporting and models
• Perform analytical data research using tools such as Morningstar, FactSet, eVestment and SimFund

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

• Bachelor’s degree in finance or accounting
• CPA and CFA strongly preferred (or demonstrated interest in pursuing)
• 2 to 3 years of experience in finance
• Experience in the asset management industry and a solid understanding of investment products, strategies, vehicles and concepts is preferred
• Knowledge and passion around tools to support data analytics and communications
• Experience with analytical data tools such as Morningstar, FactSet, eVestment, SimFund and Tableau to analyze large sets of data
• Proficiency with Microsoft Office applications, particularly PowerPoint and Excel pivot tables
• Strong interpersonal and presentation skills
• Ability to effectively manage complexity and ambiguity
• Superb client service orientation, including a positive, collegial attitude with a high degree of professionalism

 

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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