Client-Facing Performance & Risk Analyst

Dexian; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Dexian is seeking a Performance & Risk Analyst to support investment performance reporting, portfolio analytics, risk reporting, and client-facing deliverables. You will prepare client-facing reports, investigate data discrepancies, and coordinate with global teams to ensure timely, accurate information.

The role requires a finance-related degree and 2–5 years of experience in investment performance or risk reporting, with strong Excel and scripting skills (SQL/VBA/Python) considered a plus.

Qualifications

• Bachelor’s degree in finance, accounting, economics, mathematics, statistics, or related field.
• 2–5 years of relevant experience in investment performance, portfolio analytics, risk reporting, fund accounting, or financial operations.
• Strong understanding of investment performance measurement, attribution, contribution, benchmarks, portfolio returns, and risk.
• Experience with client-facing investment reporting and resolving reporting/data issues.
• Strong Excel skills; SQL, VBA, Python, or performance/risk systems are a plus.
• Excellent communication, analytical, organizational, and problem-solving skills.
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Prepare and review client-facing performance and risk reports, including attribution, contribution, benchmark analysis, and ex-post risk.
• Investigate data discrepancies and ensure accuracy and timeliness of reporting.
• Respond to client reporting queries and manage client change requests.
• Coordinate with onshore/offshore teams, operations, technology, performance, and risk stakeholders.
• Support new client onboarding, including requirements gathering, data validation, report setup, and implementation.
• Follow operational controls, reconciliation, and data-quality processes.
• Support process improvements, projects, and other non-BAU initiatives.

Skills

Excel

Communication

Analytical ability

Education

Bachelor’s degree in finance or related field

Tools

SQL

VBA

Python

Job description

Dexian is seeking a Performance & Risk Analyst to support investment performance reporting, portfolio analytics, risk reporting, and client-facing deliverables. You will prepare client-facing reports, investigate data discrepancies, and coordinate with global teams to ensure timely, accurate information.

The role requires a finance-related degree and 2–5 years of experience in investment performance or risk reporting, with strong Excel and scripting skills (SQL/VBA/Python) considered a plus.