Investment Performance Analyst

AssetMark Financial Holdings, Inc.; Phoenix (AZ); Ibrido; USD 75.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flex Time / PTO

401K Match

Medical/Dental/Vision

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Descrizione del lavoro

AssetMark seeks an Investment Performance Analyst to own and support performance for one platform and back up the other. The role focuses on data quality, reporting accuracy, and scalable processes across two platforms.

Candidates should have a bachelor’s degree and at least five years in investment operations, with CIPM or progress toward designation preferred. Hybrid schedule near Phoenix, AZ or Charlotte, NC is available.

Competenze

• Bachelor’s degree required.
• Minimum five years in investment operations, with at least three years in performance measurement/reporting.
• CIPM or progress toward designation preferred.
• Experience with performance measurement or reporting platforms and related data tools preferred.

Mansioni

• Act as primary performance owner for one platform and backup for the other.
• Oversee performance data, reporting processes, controls, and service expectations.
• Support production, validation, and delivery of investment performance reporting.

Conoscenze

Analytical skills

Excel proficiency

Written & verbal communication

Organization & follow-through

Process documentation

Problem solving

SQL/VBA/Snowflake knowledge

Formazione

Bachelor’s degree

CIPM certification or progress toward

Strumenti

SQL

VBA

Snowflake

Descrizione del lavoro

Job Description: The Job/What You’ll Do: The Investment Performance Analyst plays a key role in ensuring the integrity, accuracy, and evolution of investment performance capabilities across the firm’s two platforms. This position combines platform ownership, analytical problem-solving, cross-functional collaboration, and involvement in strategic initiatives. Each analyst serves as the primary performance owner for one platform and designated backup for the other. Beyond supporting day-to-day performance operations, the analyst helps shape scalable processes, strengthen controls, and contribute to the modernization of performance data and reporting. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Charlotte, NC.

Responsibilities

• Platform Ownership & Performance Oversight: Serve as the primary performance owner for one of the company’s two investment platforms and designated backup for the other Oversee performance data, reporting processes, operational controls, and service expectations to ensure accurate, timely, and reliable results
• Data Quality & Risk Management: Monitor and validate performance across accounts, sleeves, households, investment strategies, composites, and benchmarks Investigate discrepancies, identify root causes, coordinate resolutions, and strengthen controls that support data integrity and reporting accuracy
• Investment Performance & Reporting: Support the production, validation, and delivery of investment performance reporting, including composite returns, benchmark performance, and client reporting Apply established methodologies and support performance requirements for new investment products and strategies
• Process Development & Continuous Improvement: Develop, document, and enhance performance workflows, procedures, and controls across both platforms Identify opportunities to improve efficiency, reduce manual processes, introduce automation, and establish scalable, sustainable solutions
• Cross-Functional Partnership & Problem Solving: Collaborate with Investment Management, Product, Operations, Technology, and other business partners to resolve complex performance questions, support product launches, and implement enhancements to performance capabilities and reporting
• Strategic Initiatives & Performance Governance: Contribute to initiatives that modernize performance data, systems, and reporting capabilities Support performance governance, policy development, and oversight activities that strengthen transparency, consistency, and operational effectiveness
• Other duties as assigned

Knowledge, Skills, and Abilities

• Strong analytical skills and advanced proficiency with Microsoft Excel; able to work with detailed data, investigate discrepancies, and explain findings
• Excellent written and verbal communication skills, including the ability to communicate clearly and confidently with clients, advisors, and colleagues at all levels
• Strong organization and follow-through; able to manage recurring production deadlines, prioritize competing requests, and meet service expectations in a team environment
• Ability to document processes, controls, decisions, and analysis in a clear and supportable manner
• Forward-looking, practical approach to problem solving and continuous improvement
• Working knowledge of GIPS standards or investment performance calculation and presentation practices is preferred
• Exposure to SQL, VBA, Snowflake, or other data analysis, automation, or data platform tools is preferred

Education & Experience

• Bachelor’s degree required
• At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting
• Certificate in Investment Performance Measurement (CIPM) or progress toward the designation
• Experience with investment performance measurement or reporting platforms and related data tools is preferred
• Experience analyzing or supporting third-party performance, attribution, accounting, or client reporting systems that use transaction-level information is preferred
• Experience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes is preferred

Compensation

The Base Salary range for this position is between $75,000-$85,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-TE1 #LI-hybrid

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients.

If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth.

To learn more about us, visit our website.