Lead Analyst, Investment Performance & Analysis
About The Position
The Lead Analyst, Investment Performance Analysis, brings deep expertise in performance measurement, attribution, and benchmark methodologies, along with strong asset management industry knowledge, to lead solution implementation projects from concept through adoption. The role designs scalable reporting and tracking solutions, develops SharePoint-based tools to streamline team workflows, and applies AI-enabled efficiency tools to reduce manual effort and improve accuracy, speed, and consistency across performance services. This position is based in the Maryland office and requires in-office presence four days per week. It is eligible for hybrid work, with up to one day per week from home. Remote work beyond this arrangement and alternative office locations are not available. The role works with cross-functional partners including technology teams, institutional business lines, management leaders, and external vendors.
Requirements
- Bachelor's degree or equivalent combination of education and relevant experience.
- At least 8 years of total relevant work experience.
- Strong expertise in performance measurement, attribution, and benchmark methodologies.
- Strong asset management industry knowledge.
- Demonstrated analytical methods and tools expertise.
- Proven project management experience, including familiarity with Lean/Agile development frameworks.
- Strong relationship management skills.
- Deadline-driven and detail-oriented.
- Ability to work well with all levels of management.
- Experience delivering complex data analysis and running projects.
Nice To Haves
- Working toward or completion of CIPM, CFA, or another relevant professional designation, particularly in project management such as PMP, PMI-ACP, CSM, CSPO, or Lean Six Sigma.
- Previous asset management industry experience and working knowledge of performance calculation methodologies.
- Technical skills in SQL, Python, or dashboard visualization building from prior roles.
- Practical experience responsibly applying AI or automation tools to improve business processes.
Responsibilities
- Use investment, performance, and attribution tools and develop custom solutions for complex projects.
- Respond to complex ad hoc analytical and reporting requests from investment management and global client reporting teams to improve reporting processes and technologies.
- Independently lead complex projects and process enhancements, overseeing development, testing, implementation, post-implementation support, and organizational adoption.
- Develop and promote applications or system capabilities that advance analytical concepts, improve client outputs and services, and resolve performance-related business issues.
- Develop and lead testing of new or existing performance systems.
- Follow industry trends and engage business partners to anticipate new data and business requirements.
- Identify and address source data gaps and design and implement performance, benchmark, and statistical calculations in line with established best practices.
- Serve as an escalation point for complex or time-sensitive system and business-process issues, ensuring timely resolution with minimal business impact.
- Apply sound business judgment, technical knowledge, execution, client service, and project management skills to navigate institutional business lines and influence stakeholders where appropriate.
- Work with cross-functional technology, institutional business line, management, and external vendor partners to execute projects successfully.
Benefits
- Competitive compensation and discretionary annual bonus eligibility.
- Generous retirement plan.
- Hybrid work schedule.
- Health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering days.
- Family care resources, including fertility and adoption benefits.
- Employee stock purchase plan with matching contributions.
- Medical, dental, and vision health care benefits.
- Tuition assistance.
- Wellness programs, including fitness reimbursement and Employee Assistance Program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
