Performance & Attribution Associate

About the role

Performance Analytics team provides centralized and coordinated reporting and analysis support for PPM's many business units and clientele. The team leverages the organization through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities.

Responsibilities

• Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
• Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
• Provide reconciliation and analysis support for a performance attribution project.
• Coordinate with the Marketing & Communications and Business Development groups to prepare periodic portfolio reports including commentary, performance, and analytic summaries.
• Deliver portfolio data extracts to internal and external clients as requested.
• Maintain performance attribution reporting and analysis software.
• Utilize various systems and applications and provide recommendations on enhancements and process improvements.
• Interface with IT and Development staff when and as applicable.
• Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.
• Perform other duties and/or projects as assigned.

Qualifications

• Bachelor's Degree, preferably in Finance, Economics, or business related discipline required.
• Advanced degree or progress toward preferred.
• 3+ years of relevant work experience within the financial services sector required.
• Industry designations such as CFA, CIPM, CPA upon hire preferred.