Analyst, Performance Measurement & Reporting

About the role

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.

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

Requirements

• 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

Qualifications

• 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

• 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

Pay

Compensation range: $63K - $85K