Investment Performance Platform Owner - Data & Reporting

AssetMark Financial Holdings; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Variable incentive compensation

Competitive benefits

Job summary

AssetMark Financial Holdings is seeking an Investment Performance Analyst to own one platform, backup the other, and drive data integrity across performance reporting. You will lead data quality controls, operational processes, and collaborative projects with Investment Management, Product, and Technology.

The role requires a Bachelor’s degree, 5+ years in investment operations with 3+ in performance measurement or reporting, and CIPM or progress toward designation.

Qualifications

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

Responsibilities

• Serve as the primary performance owner for one platform and backup for the other.
• Oversee performance data, reporting processes, controls, and service expectations.
• Validate performance across accounts, sleeves, households, strategies, composites, and benchmarks; investigate discrepancies and strengthen controls.
• Support production, validation, and delivery of performance reports including composites and client reporting.
• Develop and enhance performance workflows, procedures, and controls across both platforms; identify automation opportunities.
• Collaborate with Investment Management, Product, Operations, Technology and partners to resolve performance questions and support product launches.

Skills

Advanced Excel

Analytical thinking

Communication

Organization

Documentation

Problem solving

GIPS knowledge

Education

Bachelor’s degree

CIPM or progress toward designation

Tools

SQL

VBA

Snowflake

Job description

AssetMark Financial Holdings is seeking an Investment Performance Analyst to own one platform, backup the other, and drive data integrity across performance reporting. You will lead data quality controls, operational processes, and collaborative projects with Investment Management, Product, and Technology.

The role requires a Bachelor’s degree, 5+ years in investment operations with 3+ in performance measurement or reporting, and CIPM or progress toward designation.