Support the production and validation of portfolio performance and attribution results across asset classes
Analyze performance drivers and assist in communicating insights to investment, product, and client-facing teams
Monitor and investigate data quality and performance discrepancies, working with internal teams to resolve issues
Collaborate with investment, operations, and technology teams on performance-related workflows
Assist in maintaining and improving performance reporting processes, controls, and documentation
Contribute to automation and efficiency initiatives (e.g., SQL, Python, reporting tools)
Support composite and benchmark-related processes
Participate in ongoing enhancement of analytics, tools, and reporting infrastructure

Bachelor’s degree in Finance, Economics, Mathematics, or a related field
1–3 years of experience in investment performance, analytics, or operations
Strong analytical and problem-solving skills with attention to detail
Basic understanding of investment concepts (equity, fixed income, or multi-asset)
Proficiency in Excel; familiarity with SQL and/or Python is a plus
Strong written and verbal communication skills, with the ability to interact effectively with business, operations, and technology stakeholders.
Self-motivated and able to manage multiple priorities in a fast paced, evolving technical environment.
Interest in pursuing CFA or CIPM preferred

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Performance & Benchmark Analyst

Key skills