Senior Performance Analyst
Core
Produce, review, and validate daily, monthly, and quarterly performance and attribution outputs across assigned investment strategies.
Role type
Senior Performance Analyst
Builds
Client-facing performance and attribution reports
Domain
Asset Management / Investment Analysis
Deliverable
dashboards & analysis
Required skills
Performance analysis, Attribution analysis (allocation, selection, sector/country/security-level), Portfolio result analysis, Data integrity investigation, GIPS standards compliance, Financial reporting
Preferred skills
CFA or CIPM certification, Experience with Port+, FactSet, Wilshire IQ, Aladdin
Technologies
Port+, FactSet, Wilshire IQ, Aladdin
Responsibilities
Independently produce and validate performance/attribution outputs; Perform detailed attribution analysis versus benchmarks; Analyze portfolio results to identify performance drivers; Serve as primary contact for performance questions; Prepare client-facing reports; Investigate and resolve pricing, corporate action, or data integrity issues; Support audits and client due-diligence requests
Seniority
Mid-Senior, hands-on IC
