Lead Analyst, Investment Performance & Analysis
Core
Lead investment performance analysis, attribution, and benchmark methodologies; design scalable reporting solutions and AI-enabled tools to improve accuracy and speed for investment management and client reporting teams.
Role type
Senior IC investment performance analyst (builder)
Builds
Scalable reporting and tracking solutions, SharePoint-based tools, AI-enabled efficiency tools
Domain
Asset management / Investment performance analytics
Required skills
Investment performance measurement, attribution analysis, benchmark methodologies, project management, SQL, Python, dashboard visualization, AI/automation tool application, complex data analysis
Preferred skills
CIPM/CFA/PMP/PMI-ACP/CSM/CSPO/Lean Six Sigma, Lean/Agile development framework, relationship management, stakeholder influence
Technologies
SQL, Python, SharePoint, AI/automation tools
Responsibilities
Develop custom solutions for complex analytical and reporting requests; lead end-to-end project execution including development, testing, implementation, and adoption; design and implement new performance, benchmark, and statistical calculations; act as escalation point for complex system or process issues; collaborate with cross-functional teams and external vendors to execute projects.
Seniority
Senior, hands-on IC