Investment Performance Analyst: Data-Driven Portfolio Insights

Pds; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive total rewards package

Continuing education & training

Potential with a growing organization

Job summary

A leading global professional services firm is seeking an Investment Performance Analyst in Chicago, IL. The candidate will support consultants and clients with data-related work, audit rates of return, and prepare investment performance reports. Essential qualifications include analytical skills and a Bachelor’s degree. This position offers a competitive rewards package and opportunities for professional growth within a dynamic team.

Qualifications

• Excellent technical and analytical skills required.
• Outstanding accuracy and attention to detail is essential.
• Basic knowledge of capital markets and investments is needed.

Responsibilities

• Audit rates of return and reconcile discrepancies.
• Finalize financial information for quarterly investment performance reports.
• Composes written interpretations of portfolio results.

Skills

Technical skills

Analytical skills

Communication skills

Attention to detail

Proficiency with Microsoft Office

Education

Bachelor's degree in a business related major

Job description

A leading global professional services firm is seeking an Investment Performance Analyst in Chicago, IL. The candidate will support consultants and clients with data-related work, audit rates of return, and prepare investment performance reports. Essential qualifications include analytical skills and a Bachelor’s degree. This position offers a competitive rewards package and opportunities for professional growth within a dynamic team.