Institutional Capital, Performance and Analytics, Global Client Operations - Associate

Responsibilities

• Manage product analysis, database maintenance, and automate standardized reporting for the Product Marketing & Diligence team
• Oversee performance calculations, portfolio exposure/attribution analysis, and client reporting
• Lead automation initiatives using the IVP data warehouse to generate standardized portfolio track records and ensure data integrity
• Organize and validate portfolio exposure and performance data for quarterly reporting
• Enhance reporting tools, dashboards, and models leveraging IVP and other systems
• Collaborate with investment, business development, accounting, and IT teams to align data needs and reporting design
• Maintain and improve the fund performance database, incorporating attribution methodologies
• Develop key metrics and reporting measures (e.g., exposure %, P&L, ROA, ROE, risk, correlation)
• Standardize and automate client reporting templates and recurring requests
• Create internal templates to analyze performance drivers across sectors, asset types, and sponsors
• Support marketing updates and respond to ad hoc analysis requests

Qualifications

• Bachelor’s in Finance, Computer Science, IT, or related field
• 3-5+ years in asset management operations or performance analysis
• Proficiency with Python
• Excellent communication and relationship-building skills
• Detail-oriented, able to multitask and manage changing priorities
• Self-starter with entrepreneurial mindset and team-oriented approach

Pay

The base annual salary range for this New York-based position will be $105,000 - 115,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.

Schedule

The Role is in office Monday to Thursday.