Performance Analyst

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.

We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.

We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.

Job Description

The Performance Analyst will work across multiple asset classes, including fixed income, equities, and derivatives. They will work on portfolio performance measurement, composite maintenance, and performance reporting for both internal and external stakeholders.

Primary Job Responsibilities:

• Responsible for monthly performance review and signoff for specific portfolios and benchmarks.

• Serve as a point of contact with internal clients such as product specialists, portfolio management, sales and marketing, client reporting, and the RFP team as it relates to performance measurement, attribution, and portfolio analytics.

• Investigate and resolve performance data discrepancies in a timely and accurate manner.

• Assist in the administration of GIPS, including managing policies and regularly updating procedures; maintain, review, and update GIPS Compliant Presentations; review disclosures and marketing materials for compliance with GIPS, and participate in the annual GIPS verification process.

Ideal Qualifications:

• Bachelor’s degree in finance, economics, or a related field.
• 1-3 years of previous experience in the investment management industry.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Collaborative mindset and enthusiasm to learn.
• Progress towards MBA, CIPM, or CFA designation.
• Familiarity with performance and attribution tools such as Bloomberg, FactSet, Morningstar Direct, or Sylvan is preferred.
• Exposure to accounting or portfolio management systems.

The salary range is $79,000 to $110,000.

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.