Investment Performance & Reporting Analyst

Mariner Wealth Advisors; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Mariner Wealth Advisors in St. Louis seeks an Analyst, Performance Measurement & Reporting to deliver investment analysis and data-driven reporting for advisors and institutional clients.

You will use advanced modeling, GIPS standards, and benchmark evaluation to produce performance measurement, attribution, and risk-adjusted analytics. Collaborate with cross-functional teams to reconcile data, support onboarding, and configure systems.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, Data Science, or related quantitative field.
• 1–3 years of experience in investment performance, analytics, or institutional asset management.
• Progress toward CIPM, CFA, CAIA, or similar investment analytics certification is preferred.
• Experience with investment platforms and performance attribution systems is a plus.

Responsibilities

• Perform performance measurement, attribution analysis, and benchmark evaluation across multi-asset portfolios.
• Generate risk-adjusted analytics and provide quantitative modeling support for forecasting and scenario analysis.
• Prepare monthly and quarterly performance reports for advisors and clients.
• Reconcile data with custodians and asset managers to ensure GIPS compliance.
• Support client onboarding, data integration, and system configuration.
• Monitor portfolios for adherence to investment policy guidelines and assist with audits.
• Conduct ad-hoc analyses as requested by supervisor.

Skills

Quantitative reasoning

Analytical problem-solving

Data integrity

Communication of insights

Large dataset handling

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Mathematics/Statistics/Data Science

Job description

Mariner Wealth Advisors in St. Louis seeks an Analyst, Performance Measurement & Reporting to deliver investment analysis and data-driven reporting for advisors and institutional clients.

You will use advanced modeling, GIPS standards, and benchmark evaluation to produce performance measurement, attribution, and risk-adjusted analytics. Collaborate with cross-functional teams to reconcile data, support onboarding, and configure systems.