Support reporting needs across asset classes (equity, fixed income, and alternatives) encompassing investment performance, attribution, characteristics and risk statistics
Calculate, analyze, and interpret performance returns and attribution across equity, fixed income, multi-asset, and alternative investment strategies
Perform comprehensive reconciliation of performance metrics to ensure accuracy and consistency across all reporting channels
Generate and distribute performance analytics, portfolio characteristics, and attribution analysis to internal and external stakeholders
Serve as subject matter expert on complex attribution methodologies and performance measurement challenges
Act as key point of contact for internal business partners across front office, marketing, client reporting, and compliance teams
Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
Collaborate with stakeholders to understand evolving needs and proactively deliver solutions that support business objectives
Identify opportunities for efficiency and accuracy improvements in analytics and attribution processes

3+ Years Required; 5+ Years Preferred
Bachelor's degree in Finance, Economics, Mathematics, Statistics, or related field
Strong understanding of performance calculation methodologies, attribution frameworks, risk statistics, and GIPS Compliance principles
Experience with performance software platforms such as FactSet, Eagle PACE, or Bloomberg PORT
Progress toward or completion of CFA or CIPM designation strongly preferred
Demonstrated ability to manage multiple priorities and deliver high-quality work under tight deadlines
Excellent analytical and problem-solving skills with meticulous attention to detail
Strong written and verbal communication skills with ability to explain technical concepts to non-technical audiences
Proven track record of building effective relationships with diverse stakeholders
Ability to work independently with high degree of autonomy while knowing when to seek input or escalate issues
Interest in and experience applying generative AI tools to enhance workflow efficiency and analytics capabilities
Advanced Microsoft Excel skill including VBA automation and troubleshooting

Senior Investment Performance Analytics Analyst

Key skills