Hybrid Senior Performance Analytics Lead

harrisassociates; Chicago (IL); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Harris Associates L.P. in Chicago, IL seeks an experienced Investment Analyst to lead cross-functional projects, coach junior staff, and drive process improvements while ensuring adherence to Global Investment Performance Standards (GIPS).

The role requires 3 years in investment analysis or related fields and strong data skills with Excel and Power BI, plus familiarity with Morningstar Direct, Factset, or Bloomberg. Hybrid work options are available.

Qualifications

• Bachelor's degree or foreign equivalent in Mathematics, Accounting or Finance, plus 3 years in investment/finance analysis.
• Experience with performance analysis conventions and risk measurement.
• Excel and Power BI data management skills.
• Knowledge of Global Investment Performance Standards (GIPS).

Responsibilities

• Lead cross-functional project work with other teams.
• Provide day-to-day coaching of junior team members.
• Identify issues and lead process-improvement initiatives.
• Ensure adherence to GIPS and coordinate with external verifier.
• Support ad-hoc analysis requests for Marketing and stakeholders.
• Analyze and report portfolio, security, and benchmark performance.

Skills

Excel

Power BI

Data analysis

SQL

VBA

Education

Bachelor's degree or foreign equivalent in Mathematics, Accounting or Finance

Tools

Morningstar Direct

Factset

Bloomberg

Job description

Harris Associates L.P. in Chicago, IL seeks an experienced Investment Analyst to lead cross-functional projects, coach junior staff, and drive process improvements while ensuring adherence to Global Investment Performance Standards (GIPS).

The role requires 3 years in investment analysis or related fields and strong data skills with Excel and Power BI, plus familiarity with Morningstar Direct, Factset, or Bloomberg. Hybrid work options are available.