Performance Analytics Analyst — Multi-Asset Reporting

Mariner; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Mariner seeks an Analyst, Performance Measurement & Reporting to deliver complex investment analysis and data-driven reporting for advisors and institutional clients. You will employ advanced modeling, GIPS standards, and after-tax calculations to produce performance measurement, attribution, and risk-adjusted analytics.

Collaborate with cross-functional teams to interpret quantitative outcomes, ensure data integrity, and communicate insights clearly to internal teams and clients.

Qualifications

• Bachelor's degree in finance, economics, mathematics, statistics, data science, or related quantitative field.
• 1-3 years of experience in investment performance, analytics, institutional asset management, or a relevant combination.
• CIPM, CFA, CAIA, or similar certification preferred.

Responsibilities

• Perform detailed 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.
• Automate processes and validate data to improve workflow efficiency.
• Reconcile performance data with custodians, investment accountants, and asset managers per GIPS standards.
• Assist with client onboarding, historical data integration, and system/report configuration.
• Monitor portfolios for adherence to investment policy guidelines and assist with compliance/audit reviews.
• Conduct ad-hoc analyses as requested by supervisor.

Skills

Quantitative reasoning

Financial mathematics

Statistical concepts

Performance attribution

Benchmark analysis

Communication of insights

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Data Science, or related quantitative field

Tools

Investment platforms

Performance attribution systems

Programming languages

Job description

Mariner seeks an Analyst, Performance Measurement & Reporting to deliver complex investment analysis and data-driven reporting for advisors and institutional clients. You will employ advanced modeling, GIPS standards, and after-tax calculations to produce performance measurement, attribution, and risk-adjusted analytics.

Collaborate with cross-functional teams to interpret quantitative outcomes, ensure data integrity, and communicate insights clearly to internal teams and clients.