Performance Analyst

Jobtailor; California (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking an analyst to calculate and verify portfolio returns, generate performance reports, and reconcile data with investment managers. You will extract client information from custodial records and produce portfolio characteristics for review.

The role requires attention to detail, strong communication, and the ability to work independently in a structured environment.

Qualifications

• Bachelor's degree in finance, statistics, mathematics, or related field
• 0-2 years of professional work experience, preferably in finance or the investment industry
• Proficient in Microsoft Excel, Word, and Outlook
• Excellent interpersonal, communication, and organizational skills
• Familiarity/interest in the institutional investment market
• Self-motivated, accurate, detail-oriented, able to work independently while meeting deadlines
• Able to thrive in an unstructured environment
• Resourceful with a great deal of patience
• Strong desire to learn and drive to excel

Responsibilities

• Calculate and verify portfolio returns and characteristics
• Produce investment measurement reports with insights into client portfolios
• Calculate returns using custodial statements
• Reconcile returns with investment managers
• Obtain client information from investment managers/recordkeepers
• Generate portfolio characteristics
• Verify dividends and capital changes
• Interact with clients and consultants on report content
• Check returns and analysis for content and reasonability
• Respond to special requests

Skills

Interpersonal skills

Communication

Organization

Attention to detail

Independent work

Deadline-driven

Self-motivation

Thrive in unstructured environment

Patience

Eagerness to learn

Education

Bachelor's degree in finance, statistics, mathematics, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Responsibilities

• Calculate and verify portfolio returns and characteristics.
• Produce investment measurement reports that provide important insights into the performance of client portfolios.
• Calculate returns using custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from investment managers/recordkeepers.
• Generate portfolio characteristics.
• Verify dividends and capital changes.
• Interact with clients and consultants on report content.
• Check returns and analysis for content and reasonability.
• Respond to special requests.

Requirements

• Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree.
• 0-2 years of professional work experience, preferably in finance or the investment industry. New college graduates are encouraged to apply.
• Be proficient in Microsoft Excel, Word, and Outlook.
• Excellent interpersonal, communication, and organization skills.
• Have a familiarity/interest in the institutional investment market.
• Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines.
• Be able to thrive in an unstructured environment.
• Resourceful and have a great deal of patience.
• Strong desire to learn and drive to excel.