Investment Performance Analyst

About the Firm

We are a privately owned investment advisory organization serving institutions, foundations, endowments, and multigenerational families. Our approach combines strategic portfolio design with extensive due diligence, manager sourcing, and risk oversight to create highly diversified investment programs across traditional and alternative asset classes.

Key Responsibilities

• Oversee the integrity and organization of investment-related data across both liquid and illiquid strategies.
• Maintain accurate records of portfolio positions, manager allocations, performance results, benchmarks, cash flows, and investment characteristics.
• Collect and reconcile information from custodians, fund managers, administrators, and various reporting platforms.
• Generate analytical reports measuring portfolio composition, diversification, geographic exposure, liquidity profiles, and risk metrics.
• Aid in attribution analysis, performance measurement, and comparative benchmarking initiatives.
• Support investment professionals through quantitative research, screening exercises, and data-driven projects.

Reporting & Presentation

• Produce recurring client reports and internal investment materials on a monthly, quarterly, and annual basis.
• Design clear and visually compelling charts, scorecards, dashboards, and presentation exhibits.
• Contribute to portfolio review materials, market summaries, and investment updates.
• Respond to custom analysis requests from senior investment and executive leadership teams.

Systems, Automation & Operational Enhancement

• Improve reporting workflows through technology-driven solutions utilizing Excel, Power BI, SQL, Python, AI-enabled applications, and automation tools.
• Develop monitoring dashboards that enhance portfolio oversight and decision-making capabilities.
• Identify operational inefficiencies and implement process improvements to reduce manual tasks.
• Afford assistance with the maintenance and organization of research resources, documentation libraries, and internal knowledge-sharing systems.

Candidate Profile

• 2-5 years of experience within investment operations, portfolio analytics, institutional consulting, wealth management, OCIO platforms, family offices, asset management firms, or similar financial organizations.
• Strong analytical mindset with the ability to work comfortably with large datasets and complex information.
• Hands-on experience with investment performance measurement, portfolio reporting, and benchmark analysis.
• Advanced proficiency in Microsoft Excel and financial data manipulation.
• Ability to create polished client-facing presentations and reporting materials.
• Excellent organizational skills with the ability to manage competing priorities and deadlines.
• Demonstrated interest in capital markets, portfolio construction, and investment research.
• Educated written and verbal communication skills.
• Team-oriented approach coupled with high ethical standards and professional maturity.

Desired Experience

• Exposure to multi-asset investment portfolios, including both traditional and alternative asset classes.
• Familiarity with industry platforms such as Bloomberg, FactSet, Morningstar Direct, eVestment, Burgiss, Preqin, Addepar, or similar reporting and analytics systems.
• Experience utilizing modern AI and productivity technologies to streamline workflows, improve reporting accuracy, and enhance operational efficiency.