Investment Data Performance Analyst

Advisor360•Needham, MA

About The Position

The Performance and Reporting team is one of four that make up the Investment Data Operations (IDO) department. IDO ensures that the online data our advisors use to manage their clients’ investments is accurate, timely, and reliable. The team is responsible for all advisor- and client-facing performance data, as well as the production and distribution of quarterly performance reports. As part of our ongoing evolution, the team is increasingly leveraging AI, automation, and data-driven tools to enhance reporting accuracy, efficiency, and scalability. This role will contribute to both core operational processes and the adoption of these capabilities.

Requirements

Working knowledge of SQL queries; experience with portfolio accounting applications is a plus
Proficiency in Microsoft Excel and experience with tools such as Confluence, Jira, and/or ServiceNow
Ability to evaluate outputs from automated or AI-assisted processes for accuracy and reasonableness
Strong attention to detail and commitment to high-quality, accurate work
Results-oriented, accountable, and adaptable in a fast-paced environment
Demonstrates strong communication, active listening, and problem-solving skills
Innovative mindset with a willingness to learn and apply new tools and technologies
Bachelor’s degree required
2–4+ years of financial services experience
Knowledge of investment-related reports and performance calculations
Strong analytical skills with the ability to interpret and explain financial data
Excellent written and verbal communication skills
Dedication to providing high-quality client service
Ability to manage multiple priorities and deadlines in a dynamic environment
Highly organized with strong attention to detail
Team-oriented with a collaborative mindset

Nice To Haves

Familiarity with AI tools or data copilots (e.g., natural language querying, generative AI, workflow automation) is a plus
Experience with FactSet or similar platforms preferred
Exposure to AI/automation tools or concepts (e.g., data analysis tools, anomaly detection, workflow automation) preferred

Responsibilities

Administers the quarterly statement process end-to-end, including pre-quarter preparation, production, and post-quarter support
Answers questions related to quarterly statements and investment reports (asset allocation, holdings, performance, fixed income, etc.), clearly explaining data and calculations
Uses AI-assisted tools and data analysis techniques to support research, identify discrepancies, and resolve issues more efficiently
Works with project managers and analysts to document specifications for report and statement development, including opportunities for automation and process optimization
Explains investment-related calculations and reporting logic to project managers and development teams
Partners with Development to resolve bugs, implement enhancements, and improve reporting workflows, including AI-enabled or automated solutions where appropriate
Tests bug fixes and enhancements to ensure accuracy and quality, including validation of system-generated and AI-assisted outputs
Collaborates with technical writers to develop documentation and training materials, incorporating evolving tools and best practices
Works with third-party vendors to ensure quarterly statements are processed and distributed successfully
Identifies opportunities to improve operational efficiency, including reducing manual effort through automation and intelligent tooling
Participates in trainings to enhance company, industry, and technology knowledge, including exposure to AI capabilities