Job Description

The Performance Analyst provides analytical support to teams and consultants, completes investment reporting, provides client support, and works on special projects. This role involves data entry, reconciliation, analysis of asset classes, and communication with clients and internal teams.

Responsibilities

• Obtain client statements from investment managers
• Enter market values and cash flows into investment software
• Reconcile performance returns between custodian and investment manager
• Problem solve performance calculation discrepancies
• Gather holdings for sector distribution analysis
• Analyze asset classes in client portfolios
• Monitor market trends and performance results
• Participate in team projects
• Respond to client and manager requests

Requirements

• Attention to detail and organization
• Ability to multitask and adapt to change
• Solid Microsoft Office skills
• Critical thinking and problem-solving skills
• Strong work ethic and motivation
• Excellent communication and interpersonal skills
• CRM or database management experience is a plus

Benefits

• No benefits