Associate, Reporting Platforms

Enterprises • Washington D.C., DC

18h • $134,000 - $168,000

About The Position

You will be part of the team that is responsible for the accurate calculation, validation, and reporting of investment performance and attribution for client accounts and firm composites. This is a role focused on recurring and ad-hoc reporting, client queries, and operational execution.

Requirements

• Familiarity with industry-standard performance platforms and the Global Investment Performance Standards (GIPS).
• Advanced Excel skills and strong numerical accuracy.
• Ability to manage multiple priorities and meet agreed-upon deadlines.
• Strong attention to detail and a troubleshooting mindset.
• Good client-facing communication and report-writing stills.
• Experience with databases, scripting languages, and automation tools.
• Bachelor’s degree in Finance, Accounting, Mathematics or a related quantitative discipline.
• 2 to 5 years of relevant experience in investment performance, analytics, or operations.
• Solid understanding of performance concepts, calculation methods, and benchmarks.
• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
• Brings a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

Nice To Haves

• Progress toward CFA/CIPM.
• Exposure to public- and private-market valuations methods.
• Experience with data-visualization and database management tools.

Responsibilities

• Prepare and deliver periodic client and internal performance reports.
• Respond to client queries and ad-hoc analytics requests.
• Conceptualize, design, and develop new reports and analyses.
• Investigate and resolve performance breaks and data quality issues.
• Work with cross-functional teams and third parties to reconcile and validate data integrity.
• Document standard operating procedures, assumptions, and calculation methodologies.
• Support system configuration and deployment of reporting changes.
• Train firm-wide associates to use the reporting platform.

Benefits

• We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level