Operations Analyst - Investment Management - NYC

We have this W2 Contract opportunity for a Performance Operations Analyst with our Direct Financial Client in NYC. Please let us know if this is something that interests you.

Location:

NYC, NY

Max Pay Rate: $51.86/hr W2 (No Benefits)

Duration - 12 months +

Hybrid role on-site 3 days a week

• Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required
• Experience with systems such as Aladdin, Fact Set, B-One, preferred.

• Investment Management is a leader in the global Investment Management business and its Operations division serves the Firm's portfolio managers and associated teams by providing high-quality support through excellence in processing, reporting, and management of strategic initiatives

The Performance Operations Analyst will work within the Investment Management Operations Performance team supporting a broad range of investment strategies, products, and asset classes managed by
*** Investment Management. The Performance Operations team is responsible for the accurate, timely, and complete calculation, validation, and reporting of portfolio and benchmark performance results for institutional clients and mutual funds.

This individual will be part of a global team based in the New York office working alongside colleagues across North America and India. The team works closely with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to support performance measurement and reporting activities. The analyst will gain exposure to performance calculations, benchmark administration, quality control processes, reporting requirements, and operational initiatives while developing strong relationships across the organization.

• Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.
• Perform quality control reviews and investigate performance, benchmark, and data exceptions.
• Assist with benchmark setup, maintenance, and monitoring activities.
• Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.
• Support regulatory, board, client, and management reporting requirements.
• Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.
• Produce recurring and ad hoc reporting for business partners and stakeholders.
• Assist in developing and maintaining operational controls, procedures, and audit support documentation.
• Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.
• Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery.
• Any other duties as assigned.

• Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline.
• Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus.
• Understanding of investment products including equities, fixed income, derivatives, and alternative investments.
• Strong analytical and problem-solving skills with a high degree of organization and attention to detail.
• Proficiency with Microsoft Office applications including Excel, Word, and Outlook.
• Experience with performance and analytics platforms such as Aladdin, Fact Set, B-One, Stat Pro, or similar systems is preferred.
• Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus.
• Excellent verbal and written communication skills, professional maturity, and sound business judgment.
• Ability to work independently, manage competing priorities, and elevate issues as appropriate.
• Strong client service focus and ability to build relationships across multiple teams and stakeholders