Performance Analyst -- Financial Services, $85K

Performance Analyst -- Financial Services, $85K
in Boston, Massachusetts 02110 - US

Job Description

Performance Analyst -- Financial Services, $85K

The Performance Analyst is part of the Performance Services team, responsible for firm-wide oversight of performance calculations, contribution and attribution analysis, composite review, and GIPS compliance. This role involves working closely with internal departments including Portfolio and Product Management, the Global Relationship Group, Fixed Income Quant, as well as other groups within Investment Administration to provide analysis and guidance on performance related inquiries and business issues.

Job Responsibilities
- Ensure portfolio performance integrity by use and oversight of proprietary performance reporting, attribution, and contribution tools; review and analyze performance results and communicate findings to investment and client service personnel
- Collaborate with Fixed Income Quant to provide guidance on performance attribution methodologies and results, to the Global Relationship Group, Portfolio and Product Management, and Consultant Relations; work with FI Quant to enhance attribution for evolving fixed income products
- Liaise with Investment Administration on various operational challenges that impact performance and the investment process including pricing, derivatives processing, corporate actions, asset transfers, and cash flows
- Collaborate with Investment Systems to develop, test, and integrate technology solutions to enhance our performance reporting and analysis tools
- Engage Fixed Income Quant, Portfolio and Product Management to develop performance solutions for the increasing complexity of our business
- Provide support to Product Management and the Composite Team on composite related issues, including construction, membership, and dispersion analysis
- Assist in the design and implementation of policies, procedures and reporting to effectively identify and resolve operational issues while ensuring best practice and consistency across products

Job Qualifications
- At least 5-7 years of investment related experience including a detailed understanding of daily transaction-based performance calculations; extensive knowledge of fixed income accounting; derivatives and attribution experience a plus
- Excellent verbal and written communication skills
- Demonstrated analytical skills and strong attention to detail
- Proven track record for initiating and implementing change
- Designation of or progress towards CFA, CIPM or MBA preferred

To apply, please submit a copy of your most recent resume


For questions, please call 617-250-1000. There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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