About this role

Support reporting needs for investment performance, Index data, GIPS composites, & Peer analysis
Maintain performance measurement systems for calculation of portfolio returns
Investigate anomalies in performance and find solutions to align results across platforms
Ensure performance accuracy by performing quality control checks with a high level of attention to detail
Assist in the development, automation, and enhancement of performance reports
Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
Utilize multiple tools (both proprietary and third party) to gather information to support periodic and ad hoc reporting requirements

3+ years of experience in investment performance calculations, reporting, and/or analysis fundamentals
Bachelor’s degree in business (Finance, Mathematics, Accounting, Economics)
Experience with Microsoft Excel including advanced formulas, data sorting, and modeling
Experience utilizing desktop automation tools (VBA Excel/Access)
Experience in Third party software like Factset, Morningstar, Lipper or Eagle Pace (preferred)
Experience in GIPS compliance and/or implementation practices (preferred)

Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Superior retirement program
Highly competitive health, wellness and work life offerings

Senior Investment Performance Analytics Analyst

Key skills