Performance & Attribution Associate, PPM

PPM America • Chicago, IL

2d

About The Position

The Performance & Attribution Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Using knowledge of portfolio management strategies and detailed reviews of performance contributors, the associate writes performance commentaries and prepares portfolio summary reports for internal and external clients. The position also fulfills data and information requests for assigned portfolios and updates non-performance materials such as marketing presentations.

The role includes reviewing processes and workflows and coordinating the flow and dissemination of information between business units. It involves significant interaction with internal clients—including portfolio managers, quantitative research, administration, and marketing—as well as external clientele and market participants. The Performance Analytics team provides centralized reporting and analysis support for PPM's business units and clientele, using operating expertise, technology, process optimization, and clear accountabilities.

Requirements

• Bachelor's degree required, preferably in Finance, Economics, or a business-related discipline.
• At least 3 years of relevant work experience in the financial services sector.
• Broad knowledge of investment products and accounting.
• Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.
• High proficiency with Microsoft Office products and excellent computer skills.
• Ability to prioritize and independently manage multiple assignments and clientele simultaneously.
• Experience preparing reports, analyses, and presentations for management and clients.
• Ability to work effectively as part of a team in a fast-paced environment.
• High motivation, initiative, professional integrity, and desire to grow professionally and develop mastery of the role.

Nice To Haves

• Advanced degree or progress toward an advanced degree.
• Industry designation such as CFA, CIPM, or CPA upon hire.
• Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct.

Responsibilities

• Validate and publish performance attribution, analytics, and risk reports for stakeholders inside and outside the firm.
• Analyze performance attribution contributors by security, sector, and other relevant attributes, and produce portfolio commentary.
• Provide reconciliation and analysis support for a performance attribution project.
• Coordinate with Marketing & Communications and Business Development to prepare periodic portfolio reports containing commentary, performance, and analytic summaries.
• Deliver portfolio data extracts to internal and external clients upon request.
• Maintain performance attribution reporting and analysis software.
• Use various systems and applications and recommend enhancements and process improvements.
• Interface with IT and Development staff when applicable.
• Use and develop desktop tools and database applications to support data management, manipulation, and integrity.
• Perform other duties and projects as assigned.

Benefits

• Annual bonus program eligibility
• Compensated personal time off
• Holidays
• Health benefits
• 401(k) plan with generous matching
• Other benefit programs according to company employment policies and the formal terms of those plans and programs

What This Job Offers

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