Analyst, Performance Measurement & Reporting

Job Summary:

The Analyst, Performance Measurement & Reporting plays a critical role in delivering complex investment analysis and data-driven reporting to support advisors and institutional clients. This position leverages advanced financial modeling and industry standards—including GIPS compliance, after-tax calculations, and benchmark evaluation—to produce meaningful performance measurement, attribution, and risk-adjusted analytics. The analyst collaborates with cross-functional teams, interpreting quantitative outcomes and ensuring the highest standards in investment analytics.

Essential Duties and Responsibilities:

• Perform detailed performance measurement, attribution analysis, and benchmark evaluation across multi-asset portfolios

• Generate risk-adjusted analytics and provide quantitative modeling support for forecasting and scenario analysis

• Prepare monthly and quarterly performance reports, interpreting results for advisors and clients

• Utilize analytical tools and systems to automate processes and validate data for optimal workflow efficiency

• Reconcile performance data with custodians, investment accountants, and asset managers, ensuring alignment with GIPS standards

• Support client onboarding, historical data integration, and system/report configuration

• Monitor portfolios for adherence to investment policy guidelines and assist with compliance and audit reviews

• Conduct ad-hoc analyses as requested by supervisor

Required Education and Experience:

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Science, or a related quantitative field

• 1–3 years of experience in investment performance, analytics, institutional asset management, or a combination of education and relevant work experience

Preferred Education and Experience:

• Progress toward or completion of CIPM, CFA, CAIA, or similar investment analytics certification

• Experience with investment platforms

• Background in performance attribution systems or multi-asset portfolio analytics

• Proficiency with advanced analytical tools and programming languages

Skills and Competencies:

• Strong quantitative reasoning and facility with financial mathematics and statistical concepts

• Demonstrated ability to conduct complex performance attribution and benchmark analysis

• Advanced analytical problem-solving skills, including diagnosing data discrepancies and validating system outputs

• Exceptional attention to detail; able to manage and analyze large datasets to maintain data integrity

• Skilled at clearly communicating performance and risk insights to internal teams and clients

• Effective organizational skills; capable of managing multiple analytical workflows and meeting deadlines

• Ability to leverage specialized financial tools and technical resources to enhance reporting accuracy

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a PC, communicate, listen, and assess information. The employee may move about the office complex, travel to other office locations, and may occasionally lift, push, pull, or move 10-15 pounds. Visual requirements include distant, close, and color vision, and the ability to adjust focus.

Work Environment:

This job operates in a professional office environment and routinely uses standard office equipment such as laptop computers, photocopiers, and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirement:

Less than 10%

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V