Performance Analyst (entry level)

Prime Buchholz; Boston (MA); Hybrid; USD 57,000 - 70,000; Full time

Benefits offered by this job

Flexibility & Balance

401(k) match & profit-sharing

Volunteer time & charitable matching

Generous holidays & time off

Job summary

Prime Buchholz in Boston seeks a Performance Analyst to join our team. You will calculate and reconcile investment performance for our investment teams and clients, supporting multiple departments across the firm.

The role is based in Boston with hybrid work options, offering a broad learning path toward CFA/CAIA and strong compensation with growth potential.

Qualifications

• Bachelor’s degree in Finance or business-related field required.
• Progress toward CFA/CAIA preferred or willingness to pursue.
• Excellent attention to detail and ability to meet deadlines.

Responsibilities

• Learn and apply investment knowledge to select benchmarks and peer universes.
• Use custodian data and client statements for performance input.
• Compute monthly investment valuations, cash flows, and returns.
• Calculate portfolio characteristics for client reports across asset classes.
• Analyze client meeting reports and close action items.
• Deliver timely monthly summaries and quarterly client reports.

Skills

Attention to detail

Team player

Deadline-driven

Advanced Excel

Advanced PowerPoint

Education

Bachelor's degree in Finance or business

Tools

PowerPoint

Excel

Job description

Description

The Job

The Performance Analyst position introduces you to the investment industry that offers multiple career paths and long-term growth. As a Performance Analyst, you will learn about the sector, global capital markets, and portfolio investments and then apply that knowledge to support team members in various departments across the firm. The primary responsibility of the Performance Analyst is to calculate and reconcile investment performance efficiently and accurately for our investment teams and clients. This position is based in Boston.

What You’ll Do

• Learn, then apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparison for all investments and plans
• Utilize various custodian bank downloads and data files for proprietary performance measurement system input
• Utilize a proprietary database of client statements on a monthly basis to complete performance measurement calculations for all client investments
• Maintain monthly cash flows for 25-30 assigned client accounts by calculating and reconciling monthly investment valuations, transactions, fees, and investment returns for marketable and nonmarketable investments
• Calculate portfolio characteristics for client reports that include, but are not limited to, equity, fixed income, hedge funds, and real assets
• Analyze client meeting reports in a timely manner and ensure all job-specific action items are handled through completion
• Deliver accurate and timely monthly executive summaries and quarterly reports for client relationships

What You’ll Bring

• Bachelor's degree required, Finance or business-related field strongly preferred
• Prior certification, progress towards or willingness to pursue CFA, CAIA preferred
• Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
• Must be a team player with effective time management skills and the ability to multitask
• Intermediate to advanced experience in PowerPoint and Excel, specifically with respect to financial functions and chart generation

What We Offer

At Prime Buchholz, a proud B-Corp organization, we believe in aligning our success with a positive impact on the world. We also believe that great work deserves meaningful rewards.

Benefits & Perks:

• Flexibility & Balance: Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
• Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
• Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
• Time: Take time to recharge with our flexible time-off policy and 11 paid holidays. Plus, we offer additional time off to support you through life's major milestones, including family growth.

Compensation:

• This role is classified at grade level 4, with a starting base salary range of $56,900 - $69,700.
• Where you fall within this range will be based on your skills, experience, qualifications, and internal equity. We typically aim to welcome a new employee on the lower end of the given salary range to ensure room to grow as performance measures are met.
• In addition to base pay, all positions are bonus-eligible - because we believe your contributions should be recognized and rewarded.

At Prime Buchholz, we're committed to building and preserving a culture where individuals from different personal and professional backgrounds can thrive, contribute, and grow. The collective sum of our individual differences, knowledge, life experiences, and unique talents is the foundation for our accomplishments and impact.

We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity or expression, age, physical or mental disability, veteran status, marital status, genetic information, or any other characteristic protected by state, federal, or local law. We strive to create a supportive community where everyone feels comfortable and confident to be authentic, open, and curious.