Performance Measurement Specialist (SMA Reporting)

Expert In Recruitment Solutions

Boston, MA

JOB DETAILS
SKILLS
Asset Management, Benchmarking, Communication Skills, Customer Relations, Data Quality, Management Consulting, Performance Analysis, Performance Metrics, Technical Operations
LOCATION
Boston, MA
POSTED
30+ days ago
Our client, a top tier management consulting company, is seeking a Performance Measurement Specialist to support the Custom SMA team. This role focuses on delivering accurate client performance reporting, ensuring data integrity, and supporting ongoing reporting needs during a key transition period.
Key Responsibilities:
  • Prepare and deliver monthly/quarterly client performance reports
  • Perform and validate performance calculations (returns, benchmarks, disclosures)
  • Support custom SMA reporting and ad-hoc client requests
  • Ensure accuracy and consistency of data across reports
  • Collaborate with investment, operations, and technical teams
Requirements:
  • Experience in performance measurement/reporting within asset management
  • Strong knowledge of performance calculations and reporting standards
  • Advanced Excel and data handling skills
  • Excellent communication and stakeholder management abilities
  • Experience with performance systems (e.g., PMAView or similar) preferred

About the Company

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Expert In Recruitment Solutions