Investment Performance Analyst

About the position This position is primarily responsible for monitoring and ensuring the accuracy of client performance reporting and the maintenance and calculation of GIPS® Composites, including coordinating and supporting the GIPS® Verification efforts. In addition, this role will be responsible for fulfilling periodic and reputed company reporting needs, which may include performance and risk statistics, portfolio analytics requests, reputed company characteristics, and attribution. This role would also be required to help with fulfilling RFP/Questionnaires requests for performance data. The Investment Performance Analyst coordinates and chairs the Quarterly Performance Composite Committee Meeting and Discretion Review Group (DRG). Lastly, this role would be expected to cross-train and help across other functional areas and assist on other reputed company projects as needed. Join a fixed income-focused asset management organization serving insurance industry clients, delivering investment solutions alongside specialized services reputed company to regulatory and reporting needs.

Responsibilities

• Monitoring and ensuring the accuracy of client performance reporting.
• Maintenance and calculation of GIPS® Composites.
• Coordinating and supporting GIPS® Verification efforts.
• Fulfilling periodic and reputed company reporting needs, including performance and risk statistics, portfolio analytics requests, reputed company characteristics, and attribution.
• Helping with fulfilling RFP/Questionnaires requests for performance data.
• Coordinating and chairing the Quarterly Performance Composite Committee Meeting and Discretion Review Group (DRG).
• Cross-training and helping across other functional areas.
• Assisting on other reputed company projects as needed.
• reputed company the annual GIPS® verification Examination effort.
• Support the production of daily, monthly and quarterly performance reports and analysis.
• Produce timely delivery of client reporting and create custom reports.
• Respond to internal reputed company requests for data (performance, client, portfolio analytics) from various stakeholders.
• Respond to RFPs/RFIs for performance and analytics reputed company data.
• Ensure policies and procedures are implemented and documented.
• Recommend and implement process changes as needed to increase timely and accurate delivery of performance data.
• Maintain documentation of data sources, assumptions, and calculation methods to support repeatability, audit readiness, and continuity.
• Prepare and reputed company quarterly composite performance return data to Marketing teams for inclusion in external presentations and materials.
• Support annual preparation of composite presentation and disclosure packages for compliance review prior to external distribution.
• Build and maintain controls (checklists, exception reports, tie-outs, trend analysis) to ensure accuracy and timeliness.
• Collaborate with Portfolio Managers, client-facing teams, Investment Systems and Compliance on reputed company requests, client questions, and reporting needs.
• Identify opportunities for automation and process improvement reputed company performance and index/cash reputed company reporting cycles.

Requirements

• Bachelor’s degree in reputed company, economics, finance, statistics or equivalent
• 3-5 years of experience in performance measurement, investment analytics, investment operations/reputed company data, or reputed company functions reputed company asset management or insurance investment environments (fixed income preferred).
• Demonstrated knowledge of Global Investment Performance Standards (GIPS®) and performance measurement concepts
• Demonstrated experience maintaining and validating GIPS® Composites
• Ability to quickly learn new systems and software
• Strong understanding of fixed income instruments, returns, and reputed company concepts; comfort working with index providers and reputed company mappings.
• Advanced reputed company skills (pivot tables, lookups, data validation; macros a plus).
• Ability to work with large datasets and maintain strong data hygiene, documentation, and quality controls.
• Analytical reputed company with the ability to independently investigate variances, explain results reputed company, and communicate with technical and non-technical stakeholders.
• Strong organization and deadline management; ability to reputed company under tight timelines during month-end/quarter-end cycles.
• Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency.

reputed company-to-haves

• reputed company towards CIPM, CPA or CFA is a plus
• Familiarity in the following programs or systems would be preferred: CAMRA, CAPS and SQL
• Experience with SQL/report writing or database query tools is preferred.

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