Investment Performance Analyst

Jobtailor; Minnesota; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Minnesota is seeking an analytics-driven professional to support investment performance measurement, analysis, and reporting. You will conduct research, document business requirements and maintain robust performance reporting capabilities.

Collaborating with business units and vendors for project execution, you will help ensure data quality and oversight of performance data, driving accurate insights across the organization.

Qualifications

• 3+ years of experience in the financial services industry.
• Bachelor's degree or equivalent experience.
• Investment performance measurement, analysis, and reporting experience.
• Knowledge in investment concepts, management operations and tools.
• Experience with performance measurement and portfolio accounting systems.
• Understanding of Global Investment Performance Standards (GIPS).

Responsibilities

• Conduct research and document business requirements
• Provide analytical and reporting support
• Maintain performance reporting capabilities
• Collaborate with business units and vendors for project execution
• Ensure quality of performance data and oversight tasks

Skills

Investment performance measurement

Investment analysis

Reporting and analytics

Quality data oversight

Education

Bachelor's degree or equivalent experience

Tools

Portfolio accounting systems

Performance measurement tools

Job description

Responsibilities

• Conduct research and document business requirements
• Provide analytical and reporting support
• Maintain performance reporting capabilities
• Collaborate with business units and vendors for project execution
• Ensure quality of performance data and oversight tasks

Requirements

• 3+ years of experience in the financial services industry
• Bachelor's Degree or equivalent experience
• Investment performance measurement, analysis, and reporting experience
• Knowledge in investment concepts, management operations and tools
• Experience with performance measurement and portfolio accounting systems
• Understanding of Global Investment Performance Standards (GIPS)