Performance Analyst
About The Position
The Performance Analyst is an entry-level role for someone with approximately 0–2 years of experience after earning a bachelor’s degree. The role collects and synthesizes data to calculate client investment performance, risk statistics, and portfolio exposure over time. Performance Analysts support Consultants and Investment Analysts in serving institutional clients, such as pension funds and endowments. Through the work, they gain exposure to investment consulting, including portfolio asset allocation, investment manager selection, and monitoring. Employees are encouraged to grow their economic and investment knowledge through CIPM, CFA, or CAIA programs.
Requirements
- Bachelor’s degree in Accounting, Math, or Finance preferred.
- Familiarity with accounting, financial, and/or statistical concepts.
- Facility with spreadsheet programs and word processing software.
Responsibilities
- Independently gather, prioritize, and verify financial data related to client accounts, investment managers, and strategies.
- Monitor market trends and monthly performance results across asset classes.
- Maintain and regularly update databases of investment information.
- Calculate and verify client-related investment data and statistics.
- Produce client-ready data for quarterly and monthly reviews, reviewing it for accuracy and reasonableness.
- Collaborate on developing internal indices and analytical tools.
- Work with Investment Analysts and Consultants on special projects as needed.
- Perform other duties deemed vital by management.
Benefits
- Competitive compensation structure.
- A wide range of benefits, from core insurance benefits to time-based benefits.
- Flexible schedules.
- Support for continuing education.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
