Analyst, Performance Measurement & Reporting
Mariner•St. Louis, MO
•Onsite
About The Position
The Analyst, Performance Measurement & Reporting plays a critical role in delivering complex investment analysis and data-driven reporting to support advisors and institutional clients. This position leverages advanced financial modeling and industry standards—including GIPS compliance, after-tax calculations, and benchmark evaluation—to produce meaningful performance measurement, attribution, and risk-adjusted analytics. The analyst collaborates with cross-functional teams, interpreting quantitative outcomes and ensuring the highest standards in investment analytics.
Requirements
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Science, or a related quantitative field
- 1–3 years of experience in investment performance, analytics, institutional asset management, or a combination of education and relevant work experience
Nice To Haves
- Progress toward or completion of CIPM, CFA, CAIA, or similar investment analytics certification
- Experience with investment platforms
- Background in performance attribution systems or multi-asset portfolio analytics
- Proficiency with advanced analytical tools and programming languages
Responsibilities
- Perform detailed performance measurement, attribution analysis, and benchmark evaluation across multi-asset portfolios
- Generate risk-adjusted analytics and provide quantitative modeling support for forecasting and scenario analysis
- Prepare monthly and quarterly performance reports, interpreting results for advisors and clients
- Utilize analytical tools and systems to automate processes and validate data for optimal workflow efficiency
- Reconcile performance data with custodians, investment accountants, and asset managers, ensuring alignment with GIPS standards
- Support client onboarding, historical data integration, and system/report configuration
- Monitor portfolios for adherence to investment policy guidelines and assist with compliance and audit reviews
- Conduct ad-hoc analyses as requested by supervisor
Benefits
- progressive opportunities
- professional growth
- giving back to the community
- innovative workplace
- camaraderie
- teamwork
- work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
