Analyst, Performance Measurement & Reporting

Mariner•St. Louis, MO

2d•$63,000 - $85,000•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
Strong quantitative reasoning and facility with financial mathematics and statistical concepts
Demonstrated ability to conduct complex performance attribution and benchmark analysis
Advanced analytical problem-solving skills, including diagnosing data discrepancies and validating system outputs
Exceptional attention to detail; able to manage and analyze large datasets to maintain data integrity
Skilled at clearly communicating performance and risk insights to internal teams and clients
Effective organizational skills; capable of managing multiple analytical workflows and meeting deadlines
Ability to leverage specialized financial tools and technical resources to enhance reporting accuracy

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