Investment Performance & Risk Data Analyst

Hedge Fund Job Board  /  Financial Analyst Jobs  /  Investment Performance & Risk Data Analyst

Michael Schaffer

Lockheed Martin Investment Management Company


100K-150K plus performance bonus


Experienced (non-Manager)

MD, United States of America

Lockheed Martin Investment Management Company

Lockheed Martin Investment Management Company ("LMIMCo"), headquartered in Bethesda, MD established in 1997, is the named fiduciary for the investment of assets in Lockheed Martin sponsored pension, savings, and other employee benefit trusts. Our mission is to manage the assets entrusted to us with prudence, diligence, and skill. LMIMCo's obligation is to protect the interests of the benefit plan participants by enhancing the value of the assets. We operate solely in the interests of plan participants and beneficiaries, and with the care, skill, prudence, and diligence that a prudent individual acting in like capacity and familiar with such matters would use.

Our primary fiduciary responsibilities include the establishment of investment policies and strategies governing the investment of assets in various employee trust funds, and the appointment, removal, and monitoring of external investment managers and other service providers who exercise delegated authority over the investment and custody of trust Assets.

Job Description: Investment Performance & Risk Data Analyst

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.

Key Responsibilities:

The role’s responsibilities will include but not be limited to:

• Performance - Monitor and support investment performance analytics
• Performance - Run daily asset allocation and performance reports
• Performance - Conduct Monthly performance attribution analysis
• Refine and support investment performance & risk reporting systems
• 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.


• 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 6+ 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
• Have a High Attention to detail


• Technology systems experience and familiarity with VBA, SQL, MATLAB, FactSet, Bloomberg, Advent Geneva, Imagine, 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)





Upload your Resume

HedgeCo Job Board is a job board which enables out global community access to to search through job opportunities that have been posted to the site.

HedgeCo updates its contents to verify that the job vacancies being offered are still valid. However, we cannot guarantee that all information proposed on the website, including job vacancies or otherwise, is accurate, complete or true.

HedgeCo is not liable for any loss or damage resulting from any use of its website, or business information however provided, including but not limited to direct loss, consequential loss and loss of profits.

Links to other websites
HedgeCo includes hyperlinks to other websites around the Internet. These websites are provided by independent third parties and we are not responsible for the availability, content, use of such websites, or for loss or damages resulting from their use.

HedgeCo does its best to ensure high website availability. However, in the event of the service being unavailable, we cannot guarantee any recovery time and cannot be held responsible for any loss or damages resulting from the interruption of services.

Intellectual Property of Third Parties
Third party trademarks, brands, domain names, company names and company logos used within this job board are property of their respective holders. These trademarks are not meant to identify HedgeCo, neither to associate HedgeCo with their holders: they are only used as a referral to their holders, which can be reached by the hyperlinks published on HedgeCo.
HedgeCo is not aware of any third party copyright pending on text and graphical elements displayed on the job board, and will immediately remove these from the website if a legitimate copyright claim is raised.


Post Your Hedge Fund Job
Browse Hedge Fund Jobs

Hedge Fund Jobs Search

Get Employment Emails