Performance Operations Associate/ Senior Associate
Core
Oversight of daily performance across funds and separate accounts, investigating inquiries, and developing tools to identify anomalies.
Role type
Performance Operations Associate/Senior Associate
Builds
Performance reporting tools and automated reporting processes
Domain
Fixed income investment management
Deliverable
dashboards & analysis
Required skills
Fixed income performance management, Portfolio investment result validation, Attribution and benchmark analysis, SQL, Root cause analysis, Process documentation
Preferred skills
CFA or FRM progress, Risk management experience, Equity and alternative investment knowledge
Technologies
SQL
Responsibilities
Analyze performance data to identify trends and opportunities for improvement. Monitor and validate portfolio investment results. Ensure accuracy of performance returns. Serve as a point of contact for performance-related issues. Facilitate post-issue root cause analysis discussions. Recommend and implement ways to streamline reporting processes.
Seniority
Mid-level, hands-on IC
