About The Position
The Officer, Investment Performance & Analytics supports the firm’s investment performance, analytics, and Global Investment Performance Standards (GIPS®) processes. The role is responsible for supporting composite maintenance, performance and benchmark validation, analytics review, and reporting deliverables across asset classes and investment strategies. The position partners with Investments, Compliance, Marketing, Consultant Relations, and Operations to ensure performance outputs are accurate, timely, and compliant with internal policies, regulatory requirements, and industry standards.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 4–7 years of experience in investment performance measurement, analytics, or a related role within asset management, asset servicing, or consulting
- Working knowledge of GIPS standards and composite construction requirements
- Understanding of investment performance methodologies, including time‑weighted returns and benchmark comparison
- Strong analytical skills with high attention to detail
- Ability to manage multiple priorities and deadlines in a fast‑paced, deadline‑driven environment
- Strong written and verbal communication skills and the ability to collaborate effectively across teams
Nice To Haves
- Progress toward or completion of CFA, CIPM, or similar professional designation is a plus
Responsibilities
- Support end‑to‑end investment performance and analytics processes, including data validation, composite maintenance, and performance review
- Assist with the calculation, oversight, and review of GIPS composites, benchmarks, dispersion, and related analytics in accordance with GIPS standards and internal policies
- Prepare, maintain, and support delivery of GIPS Composite Reports and pooled fund reports for prospective clients, consultants, and internal stakeholders
- Partner with global delivery and operations teams to monitor data quality, resolve issues, and ensure service‑level expectations are met
- Participate in quarterly and annual reporting cycles, including timeliness tracking, issue escalation, and approval workflows
- Support consultant database reporting and inquiries (e.g., eVestment), ensuring alignment with approved composite performance and disclosures
- Monitor and assist with implementation of new or updated GIPS guidance, interpretations, regulatory requirements, and internal standards
- Contribute to documentation, policies, procedures, and internal controls related to investment performance and analytics
- Respond to internal and external inquiries related to performance results, methodologies, and composite construction
- Assist with internal or external audits, reviews, and examinations related to GIPS compliance and performance reporting
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
