Sr. Analyst, Investment Performance Analysis

Role Summary

Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible for ensuring the accuracy in performance data generated by the function.

Responsibilities

• Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology. Leads complex projects to improve existing processes within the organization.
• Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of performance systems.
• Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.
• Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
• Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• CIPM, CFA or other relatable professional designation
• Experience with a core Performance system (ex: Anova, FactSet) and Peer Universe Data Providers (Lipper & Morningstar)
• Experience with vended market data procurement across major index providers, including familiarity with customization.
• Advanced technical skills with Excel
• Intermediate+ skill with SQL

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.