Performance Attribution Analyst

Pyramid Consulting, Inc; Chicago (IL); On-site; USD 55,104 - 55,971; Full time

Benefits offered by this job

Health insurance (medical, dental, vision)

401(k) plan

Paid sick leave

Job summary

A leading consulting firm is seeking a Performance Attribution Analyst for a contractual role based in Chicago. The successful candidate will perform detailed data analysis and reporting, ensuring accuracy in investment performance metrics. Responsibilities include analyzing cash flow tracking, preparing performance reports, and maintaining compliance with industry standards. Candidates with 2+ years of relevant experience and advanced Excel skills are encouraged to apply. This role offers a pay range of $40.00 to $40.63 per hour.

Qualifications

• 2+ years of experience in performance calculation, attribution, reporting and analysis functions.
• CIPM and CFA preferred.

Responsibilities

• Delivers composite data requests and maintains compliant presentations.
• Performs analysis related to cash flow tracking and risk exposure.
• Prepares performance reports for corporate governance meetings.

Skills

Performance calculation

Advanced Microsoft Excel skills

Experience using Bloomberg PORT

Experience using FactSet

Utilizing SQL

Utilizing R

Utilizing Python

Education

University Degree Preferred

Tools

Bloomberg PORT

FactSet

Job description

Pyramid Consulting, Inc Provided Pay Range

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

Base Pay Range

$40.00/hr - $40.63/hr

Immediate need for a talented Performance Attribution Analyst. This is a 06+ Months opportunity with long-term potential and is located in Chicago, IL(Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-94642

Pay Range: $40 - $40.63/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities

• Delivers composite data requests from key stakeholders and is responsible for maintaining compliant presentations for various business units as well as prospective clients and current clients.
• Performs analysis related to cash flow tracking and risk exposure for portfolio products.
• Analyzes data related to quarterly oversight meetings, statistical analysis, outlier analysis, assets under management (AUM) reporting, and peer universe rankings.
• Ensures the accuracy of investment-related composite data.
• Analyzes performance criteria and risk of funds to uncover potential problems.
• Participates in the annual verification process across the various affiliates.
• Prepares performance reports for required corporate governance and oversight committee meetings.
• Maintains and develops policies and methodologies, in compliance with the Global Investment Performance Standards (GIPS) standards.
• Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
• Support reporting needs across asset classes (equity, fixed income, and alternatives) encompassing investment performance, attribution, characteristics and risk statistics
• Calculate, review and explain performance results
• Directly support front office investment teams by creating decision-useful reports to provide insights into their investment decisions and performance
• Investigate anomalies in performance and find solutions to align results across platforms
• Maintain performance measurement and analytic systems for calculation of portfolio returns and statistics
• Serve as subject matter expert on fundamental performance concepts
• Assist in the development, automation, and enhancement of performance reports
• Build and maintain constructive working relationships with internal stakeholders
• Escalate risks promptly and participate in resolution actions
• Contribute to the upkeep of procedural documentation
• Identify improvements to create scale, reduce risk and add value
• Participate in cross-functional working groups and project teams
• Support a productive, satisfying team environment consistent with Nuveen’s culture and ethics principles

Key Requirements and Technology Experience

• Performance calculation
• Bloomberg PORT
• FactSet
• University (Degree) Preferred
• Work Experience
• 2+ Years Required; 3+ Years Preferred
• Physical Requirements: Sedentary Work
• 6IC.
• 2+ years of experience in performance calculation, attribution, reporting and analysis functions
• Advanced Microsoft Excel skills
• Experience using Eagle PACE, Bloomberg PORT, and/or FactSet performance calculation and reporting capabilities
• Experience utilizing SQL, R, or Python preferred
• CIPM Preferred
• CFA Preferred

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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