Job DescriptionWe are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! It involves collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including: Marketing; Client Reporting; Portfolio Managers; Senior Business Leaders; Compliance; Product Development; and other partners.
Key Responsibilities- Calculation and analysis of relevant an equity and fixed income fund analytic data, including custom data requests
- Production of recurring deliverables to internal business partners incl. load a variety of reports into internal systems
- Ensure complete and detailed documentation of relevant processes are in place and well maintained
- Active support implementation of changes impacting performance, including development of solutions
- Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
- Work on ad-hoc projects as needed
Required Qualifications- BS/BA degree in Business, Finance, Accounting, or similar
- Knowledge of investments, fund accounting and reporting.
- 5-7 years work experience in the financial services or investment management industry
- A standout colleague who can efficiently meet fast paced target dates
- Critical thinker with strong problem-solving skills
- Strong verbal and written communications skills
- Strong organizational skills
- Ability to work independently
Preferred Qualifications- Curiosity about financial markets
- Work experience specific to performance measurement and analytics
- Experience with investment analytic systems like FactSet or BlackRock
- CIPM, CFA or eager to pursue
- Proficiency with Microsoft Excel and Access
Visa Sponsorship:
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration:
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay SalaryThe estimated base salary for this role is $76,300- $92,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-TimeFull time
Exempt/Non-ExemptExempt
Job Family GroupMutual Fund Operations
Line of Business AMINV US Asset Management
