Performance Analyst

Mission Staffing; New York (NY); On-site; USD 79,000 - 96,000; Full time

Job summary

A well-known investment manager in Midtown, NY is seeking a Performance and Composite Analyst for their Portfolio Reporting Team. The role involves GIPS verification, performance reporting, and requires strong Excel skills along with 3-5 years of relevant experience. This full-time position offers a competitive salary based on experience.

Qualifications

• 3-5 years of GIPS Composite performance & analysis experience.
• Strong capabilities in Microsoft Excel.
• Excellent written and verbal communication skills.

Responsibilities

• Assisting with data retrieval and disclosure review for GIPS verification.
• Calculating monthly GIPS composite dispersions.
• Running consistent GIPS Composite analysis and performance reports.

Skills

Microsoft Excel

GIPS Composite analysis

Performance Reporting

Tools

Aladdin

Bloomberg

Job description

1 week ago Be among the first 25 applicants

This range is provided by Mission Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$38.00/hr - $42.00/hr

Direct message the job poster from Mission Staffing

Our client, a well-known investment manager in Midtown, NY, is looking to add a Performance and Composite Analyst to their Portfolio Reporting Team! Responsibilities of this position include assisting with data retrieval and disclosure review for GIPS verification, calculating monthly GIPS composite dispersions, and reconciling any portfolio performance or accounting issues quickly and efficiently. The ideal candidate will come with 3-5 years' experience in Performance Reporting at an asset management firm, strong understanding of GIPS Composite analysis and reporting, and exceptional capabilities in Microsoft Excel. Previous working experience in Aladdin and/or Bloomberg is preferred.

Responsibilities Include:

• Running consistent GIPS Composite analysis and performance reports, utilizing Microsoft Excel
• Retrieving data and reviewing disclosure to support the firm's GIPS verification process
• Calculating monthly GIPS composite dispersions

Requirements:

• 3-5 years of GIPS Composite performance & analysis experience at a large asset management firm
• Strong capabilities in Microsoft Excel, familiarity with Aladdin and/or Bloomberg is a plus
• Excellent written and verbal communication skills

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

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