Investment Performance Analyst

Key Responsibilities

Performance Measurement & Composite Oversight

• Administer and monitor composite performance structures in accordance with industry best practices and established methodologies.
• Review, reconcile, and validate portfolio and composite data to ensure accuracy and completeness.
• Coordinate activities related to independent performance verification and annual compliance reviews.
• Maintain supporting documentation, controls, and procedures associated with performance reporting.

Reporting & Analytics

• Prepare recurring performance packages on a daily, weekly, monthly, and quarterly basis.
• Generate customized analyses and reporting for portfolio managers, client-facing teams, and senior leadership.
• Produce portfolio-level statistics, attribution analyses, risk metrics, and investment characteristics reports.
• Investigate data discrepancies and resolve reporting issues in a timely manner.

Client & Business Development Support

• Provide performance-related information for client presentations, consultant databases, questionnaires, and due diligence requests.
• Partner with business development and marketing teams to deliver accurate performance and portfolio analytics for proposal submissions.
• Respond to ad hoc requests for investment performance, benchmark analysis, and portfolio data.

Process Enhancement & Project Work

• Identify opportunities to improve reporting efficiency, data quality, and operational workflows.
• Assist with implementation of new reporting tools, systems, and automation initiatives.
• Participate in cross-functional projects and collaborate with team members across investment operations and analytics functions.
• Support broader team initiatives and serve as a resource for performance-related inquiries.

Desired Background

Education & Certifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• Progress toward or completion of a CFA, CIPM, or similar investment-related designation is advantageous.

Experience

• Approximately 3 to 6 years of experience in investment performance measurement, portfolio analytics, investment operations, or a related area within asset management.
• Working knowledge of investment performance reporting methodologies and GIPS standards.
• Experience supporting institutional or wealth management investment products is preferred.

Technical Skills

• Advanced Excel capabilities, including formulas, pivot tables, lookups, data manipulation, and reporting automation.
• Familiarity with performance measurement and portfolio analytics platforms.
• Experience with FactSet, Bloomberg, portfolio accounting systems, or comparable investment technology solutions is highly desirable.
• Proficiency across Microsoft Office applications, particularly Excel, Word, and Outlook.

Professional Attributes

• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and data accuracy.
• Ability to manage multiple priorities and meet tight deadlines.
• Effective communication skills with the ability to present complex information clearly.
• Quick learner with the adaptability to master new systems, tools, and workflows.