Analyst, Performance Measurement & Reporting
Job Summary:
The Analyst, Performance Measurement & Reporting plays a critical role in delivering complex investment analysis and data-driven reporting to support advisors and institutional clients. This position leverages advanced financial modeling and industry standards—including GIPS compliance, after-tax calculations, and benchmark evaluation—to produce meaningful performance measurement, attribution, and risk-adjusted analytics. The analyst collaborates with cross-functional teams, interpreting quantitative outcomes and ensuring the highest standards in investment analytics.
Essential Duties and Responsibilities:
Perform detailed performance measurement, attribution analysis, and benchmark evaluation across multi-asset portfolios
Generate risk-adjusted analytics and provide quantitative modeling support for forecasting and scenario analysis
Prepare monthly and quarterly performance reports, interpreting results for advisors and clients
Utilize analytical tools and systems to automate processes and validate data for optimal workflow ef
