Senior Analyst-Investment Performance & Risk

About the role

This is a HYBRID position which requires 3 days per week in our Boston office.

Responsibilities

• Create custom analyses and reporting for client, business, and investment requests.
• Analyze large datasets across funds, portfolios, and reporting periods.
• Execute performance measurement and attribution analysis across asset classes.
• Deliver fund-level analytics to stakeholders throughout the organization.
• Partner with portfolio managers to explain performance and risk outcomes.
• Analyze fund characteristics, holdings, and asset-level information.
• Maintain automated templates and reporting solutions.
• Produce and review recurring risk and performance reports.
• Investigate and resolve data quality and performance issues.
• Support process automation and workflow improvements.
• Monitor industry developments, regulations, and risk methodologies.
• Lead complex analytical initiatives and support key business relationships.

Requirements

Experience, Education & Certifications:

• Bachelor’s degree in Finance, Economics, or related discipline.
• Advanced degree preferred.
• 5+ years of experience in investment risk, performance analytics, or asset management essential.

Qualifications

• Knowledge of performance attribution methodologies, including Brinson and factor-based approaches.
• Knowledge of risk metrics, including tracking error, correlation, beta, and duration.
• Experience across multiple asset classes and complex financial instruments.
• Proficiency with Structured Query Language (SQL), Microsoft Excel, and databases.

Skills

• Strong quantitative and analytical capabilities.
• High attention to detail and data accuracy.
• Effective written and verbal communication skills.
• Proactive mindset focused on continuous improvement.

Benefits

We offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. Highlights Of Our Benefits Include:

• Paid Time Off: Three weeks of PTO in your first year.
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being.
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits.
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement.
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.

Pay

The annual salary for this position ranges between $110,000 - $140,000 depending on location and level of relevant experience.

Schedule

This is a HYBRID position which requires 3 days per week in our Boston office.