Performance Analyst
Core
Collect, measure, analyze, and distribute investment performance and attribution data to support clients, marketing, and management.
Role type
Performance Analyst
Builds
Performance measurement and attribution reports
Domain
Investment Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Data collection, return reconciliation, report production, data integrity verification, performance analysis, Microsoft Excel, Microsoft Access
Preferred skills
Investment performance measurement concepts, report automation, FactSet, Aladdin
Responsibilities
Collect and update portfolio and benchmark data; Reconcile and analyze returns to identify and resolve system issues; Produce standard and ad-hoc performance and attribution reports; Interpret and communicate performance-related questions to stakeholders; Participate in projects to automate report solutions or improve departmental processes.
