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Mid-level finance analytics role with 3+ years, metro location, and generalist skills; moderate candidate density.
Requires GIPS and investment performance expertise, limiting transferability across industries.
Explicit 3+ years requirement and GIPS/performance skills required, but no certifications mandated.
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Prepare and maintain performance analytics and reports for Portfolio Management, Investment Oversight, Marketing, Client Service, Legal/Compliance, ensuring data accuracy and compliance with GIPS standards.
Manage and troubleshoot performance measurement systems, including calculation of portfolio returns and risk statistics; automate and enhance reporting processes.
Collaborate and communicate across multiple departments using proprietary and third-party tools to support enterprise-wide investment performance needs.
Bachelor's degree required.
Minimum 3 years of relevant work experience in investment performance analysis or related field.
Experience working under Global Investment Performance Standard (GIPS) compliance environment.
Work location and physical requirement: Sedentary work; other location constraints not explicitly mentioned.
Experienced in maintaining and improving performance measurement systems within investment operations, with demonstrable understanding of GIPS standards.
Skilled in data analysis, automation of reports, and cross-functional communication involving investment, legal/compliance, and client service teams.
Capable of handling system troubleshooting and process improvements in a global investment operations setting.