Performance Operations Analyst
Hired by Matrix, Inc · New York, NY · 5 days ago
HybridManagementContract
At-a-Glance: Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Performance Operations Analyst.Position Type:ContractHybrid (on-site 3 days a week)Required:2-5 years of experience in investment performance, performance reporting, fund accounting, or investment operations.Experience in investment management or asset management.Knowledge of portfolio performance measurement concepts and benchmark return calculations.Understanding of investment products including equities, fixed income, derivatives, and alternative investments.Proficiency with Microsoft Office applications including Excel, Word, and Outlook.Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro.Excellent verbal and written communication skills, professional maturity, and sound business judgment.Ability to work independently, manage competing priorities, and escalate issues as appropriate.Strong client service focus and ability to build relationships across multiple teams and stakeholders.Responsibilities:Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.Perform quality control reviews and investigate performance, benchmark, and data exceptions.Assist with benchmark setup, maintenance, and monitoring activities.Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.Support regulatory, board, client, and management reporting requirements.Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.Produce recurring and ad hoc reporting for business partners and stakeholders.Assist in developing and maintaining operational controls, procedures, and audit support documentation.Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery.Any other duties as assigned.Preferences:Bachelor's degree in Finance, Accounting, Economics, or related field.Familiarity with GIPS standards is a plus.Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus.Demonstrated employment stability and a record of successfully completing prior assignments are strongly preferred.Get in Touch: We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Shweta at (862) 895-5570 to learn more. #HbM6349