Performance & Attribution Associate, PPM

Jackson; Chicago (IL); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Annual bonus program

Health benefits

401(k) with matching

Paid time off

Job summary

Jackson in Chicago seeks a Performance & Attribution Associate to deliver attribution and analytics across portfolios, producing client-ready commentary and periodic summaries. You will coordinate with marketing, business development, and quantitative teams to ensure accurate, timely reporting.

You will reconcile data, maintain reporting tools, and create robust data extracts for clients while expanding your understanding of investment performance measurement and related systems.

Qualifications

• Bachelor’s degree in Finance, Economics, or business preferred.
• 3+ years of relevant work experience in financial services.
• Industry designations such as CFA, CIPM, CPA preferred upon hire.

Responsibilities

• Validate and publish performance attribution, analytics, and risk reports for stakeholders.
• Analyze performance attribution contributors and produce portfolio commentary.
• Provide reconciliation and analysis support for attribution projects.
• Prepare periodic portfolio reports with commentary and summaries in coordination with Marketing and Business Development.
• Deliver portfolio data extracts to internal and external clients.
• Maintain attribution reporting software and interface with IT for improvements.
• Develop desktop tools and database applications for data management.

Skills

Teamwork

Investment knowledge

GIPS reporting

MS Office

Reports & presentations

Multi-tasking

Data analysis

Education

Bachelor’s degree in Finance/Economics/Business

Advanced degree or progress toward preferred

Professional designations (CFA/CIPM/CPA) upon hire preferred

Tools

StatPro

Aladdin

Wall Street Office

Bloomberg

Lipper

Morningstar Direct

Job description

Job Purpose

The Performance Analytics team provides centralized and coordinated reporting and analysis support for PPM’s many business units and clientele. The Performance Analytics team leverages the organization through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities. The Performance & Attribution Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, writes performance commentaries and prepares portfolio summary reports for both internal and external clients. This role involves data and information fulfillment activities for the assigned portfolios, as well as updates of non-performance materials such as marketing presentations. Process and workflow review activities are required, as well as coordination of information flow and dissemination between multiple business units. This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing, as well as external clientele and market participants.

Essential Responsibilities

• Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
• Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
• Provide reconciliation and analysis support for a performance attribution project.
• In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
• Deliver portfolio data extracts to internal and external clients as requested.
• Maintain performance attribution reporting and analysis software. Utilize various systems and applications and provide recommendations on enhancements and process improvements. Interface with IT and Development staff when and as applicable.
• Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Proven ability to work effectively with a team in a fast-paced environment.
• Broad knowledge of investment products and accounting.
• Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.
• Excellent computer skills with high proficiency in Microsoft Office products.
• Ability to prioritize and independently manage multiple assignments and clientele simultaneously.
• Experience preparing reports, analysis, and presentations for management and clients.
• Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct is highly preferred.
• Highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities.
• Unquestionable professional integrity.

Qualifications

• Bachelor’s Degree , preferably in Finance, Economics, or business related discipline required.
• Advanced degree or progress toward preferred.
• 3+ years of relevant work experience within the financial services sector required.
• Industry designations such as CFA, CIPM, CPA upon hire preferred.

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

Base Pay

$100,000.00 - $110,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company’s employment policies and subject to the formal terms of such plans and programs.