Investment Analytics Associate — Performance & Risk

CFA Institute; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

CFA Institute in Chicago is seeking an experienced professional for the Investment Analytics team. The role focuses on delivering performance and portfolio analytics, partnering with various teams to support investment strategies. A strong quantitative background in Finance, Economics, or similar fields is essential, along with 3-5 years of experience in performance measurement or risk analysis. The position requires excellent communication skills and the ability to manage complex projects in a dynamic environment.

Qualifications

• 3-5 years of experience in performance measurement, attribution, or risk analysis.
• Solid understanding of capital markets and investment management.
• Knowledge of fixed income and derivatives.

Responsibilities

• Own production process for performance and portfolio analytics reporting.
• Fulfill analytics and data requests from internal teams.
• Develop understanding of investment strategies and analyze risk.

Skills

Analytical skills

Problem solving skills

Attention to detail

Communication skills

Project management skills

Education

Undergraduate degree in Finance, Economics, Computer Science, Mathematics or Engineering

Progress towards or interest in advanced degree and/or CFA

Job description

CFA Institute in Chicago is seeking an experienced professional for the Investment Analytics team. The role focuses on delivering performance and portfolio analytics, partnering with various teams to support investment strategies. A strong quantitative background in Finance, Economics, or similar fields is essential, along with 3-5 years of experience in performance measurement or risk analysis. The position requires excellent communication skills and the ability to manage complex projects in a dynamic environment.