Performance Intermediate Analyst
Core
Calculate, verify, and distribute performance data for funds and accounts, ensuring adherence to GIPS standards and operational workflows.
Role type
Intermediate operational analyst (fund performance)
Builds
Performance calculations and verified data outputs for funds and accounts
Domain
Financial services / Fund accounting
Required skills
Performance calculations, GIPS standards, Investment processing, Workflow execution, Data verification, Secondary review (Checker), Ad-hoc investigation
Preferred skills
CFA, CIPM, Subject Matter Expert (SME) knowledge
Technologies
None explicitly stated
Responsibilities
Execute performance tasks and workflows to meet deadlines, Produce performance output as a Maker, Conduct secondary review as a Checker, Process daily work accurately, Serve as escalation point for questions and investigations, Assist in developing training materials, Ensure data processing integrity
Seniority
Intermediate, hands-on IC