Sr. Performance Analyst

The Senior Performance Analyst

is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well as assisting with broad team processes and development.

• Review reports and projects assigned to Performance Analysts
• Acts as a resource to new and junior performance analysts
• Understanding of the subcomponents for team processes
• Proactively looking for efficiencies and ways to improve the process for the Performance team
• Help Investment Consultants and Client Analysts develop insight into client portfolio and investment performance
• Serve as an expert resource regarding performance calculations and other performance concepts
• Serve as a conduit between the Performance Team and firm Business Council’s to provide specialized reporting and insights
• Calculate, verify and reconcile performance returns by utilizing custodial data feeds and statements
• Troubleshoot and provide solutions in collaboration with members of the client service team including Consulting Analysts and Consultants
• Create and proactively execute complex client reporting structures
• Collect portfolio characteristics for a variety of investments from outside sources
• Partner with Investment Operations colleagues to provide accurate data for various client-related tasks
• Respond to client requests in a timely and efficient manner
• Support Investment Consultants and assist on a variety of ad-hoc projects

• Bachelor’s degree required with a preferred concentration in Finance or Economics
• CIPM or CFA achieved or in-progress preferred
• Three (3) to five (5) years of investment consulting or financial industry work experience is preferred
• Previous CRM, Advent Black Diamond, Adobe, Canoe, PARis, and custodial portal experience is a plus
• Intermediate knowledge of capital markets, including domestic and foreign equity, fixed income and alternative investments
• Hard-working professional with a collaborative approach and a desire to work in a team environment
• Detail-oriented with keen attention to accuracy and organization
• Ability to effectively problem solve
• Outstanding communication skills are essential
• Proficiency in Microsoft Suite and intermediate Excel knowledge is required

• Team Oriented
• Excellent follow-up skills
• Excellent email management communication and etiquette
• Detail-oriented with a high level of accuracy and organization
• Thoughtful ability to establish rapport and build relationships
• Customer service skills
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Resourcefulness
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $90,000-$110,000. The base salary…