Performance Analyst II

About the role

The Performance Analyst will be responsible for calculating and reviewing Composite level performance as well as researching any outliers. The analyst will also address ad‑hoc requests from Investment teams and other internal partners and support ongoing GIPS verification. The role is based in Milwaukee, WI and follows a hybrid working model requiring in‑office attendance 4 days per week. Please note: this position does not offer sponsorship for employment visas; applicants must be legally authorized to work in the United States without sponsorship now or in the future.

Responsibilities

• Review monthly composite performance calculations for completion and accuracy
• Reconcile performance between multiple platforms
• Collaborate effectively with other teams on special strategic initiatives
• Proactively identify areas to increase efficiency
• Enhance the controls of the audit review process

Qualifications

Required Qualifications:

• Bachelor’s degree in accounting, finance or related field
• 3+ Years of performance analysis for investment performance
• Experience with Global Investment Performance Standards (GIPS®)
• Excellent analytical and problem‑solving skills
• Strong proficiency in Microsoft Apps
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi‑tasking, and prioritizing skills
• Ability to work in a fast‑paced, deadline‑driven environment
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work at a computer and use standard business software for extended periods during the workday
• Communicate effectively with colleagues, clients, and business partners in person and electronically as needed
• Engage in regular in‑person interaction and collaboration with team members and other stakeholders
• Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities
• Maintain productivity and focus while balancing multiple tasks and interruptions common in an in‑person business setting

Preferred Qualifications:

• Experience with Archer/Confluence StatPro or Advent/APX preferred
• Experience with data visualization and business intelligence tools such as Power BI, Tableau, or similar platforms
• Experience with market systems such as FactSet, Bloomberg, Morningstar
• Experience with automated financial systems such as Confluence StatPro, Archer, Confluence Unity, Advent APX
• Experience with Microsoft Copilot or other AI tools is a plus
• CIPM preferred

Pay

Base Pay Range: $75,000 - $85,000. Actual base salary may vary based upon relevant experience, time in role, internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary bonus programs or other annual or non‑annual incentive or sales plans).

Schedule

Hybrid working model: required to work in‑office 4 days per week.