Performance Operations Analyst

Pay Rate

Up to $51/hr

Responsibilities

• Support the measurement, validation, and reporting of daily portfolio and benchmark performance.
• Conduct quality control reviews and address data inconsistencies.
• Assist with the setup, maintenance, and monitoring of benchmarks.
• Work with internal and external teams to resolve issues affecting performance reports.
• Facilitate regulatory, board, client, and management reporting needs.
• Analyze data to identify trends and discrepancies for resolution.
• Create regular and ad hoc reports for stakeholders.
• Help develop operational controls, procedures, and audit documentation.
• Engage in process automation and improvement using technologies like Excel, Power BI, Alteryx, and Python.
• Collaborate with global teams to enhance procedures and ensure consistent service.
• Perform additional tasks as assigned.

Qualifications

• Experience in investment management operations or related financial services.
• Knowledge of portfolio performance measurement and benchmark calculations; GIPS familiarity is beneficial.
• Understanding of various investment products such as equities, fixed income, and derivatives.
• Strong analytical skills with attention to detail and organization.
• Proficient in Microsoft Office, especially Excel, Word, and Outlook.
• Experience with platforms like Aladdin, FactSet, B-One, or StatPro is preferred.
• Familiarity with Python, Power BI, Alteryx, or AI tools is advantageous.
• Excellent communication skills, professional maturity, and sound judgment.
• Ability to work independently, manage priorities, and escalate issues appropriately.
• Strong client service orientation and relationship-building skills.