Performance Engineer – Performance Analytics

Jobtailor; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Jobtailor is seeking an experienced data analytics professional in New York to investigate and reconcile complex performance data across internal models, benchmark systems, and custodian data. You will build diagnostic Python scripts and SQL queries to isolate root causes, collaborate with engineers on system updates, and maintain dashboards and audit trails to ensure transparent reporting.

The role requires strong Python/SQL skills, 3+ years in investment analytics or data engineering, and a

Qualifications

• Minimum 3+ years of experience in investment analytics, portfolio accounting, or data engineering/analytics.
• Proficiency in Python and SQL.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Comfortable working in fast-moving, high-accountability environments where accuracy and speed both matter.
• Solid understanding of investment performance concepts, including returns, benchmarks, attribution, and reconciliation.

Responsibilities

• Investigate and reconcile account-level and benchmark performance data across internal models, benchmark systems, and custodian data.
• Analyze benchmark definitions, blending logic, and drifted allocations to ensure consistency with expected outcomes.
• Build diagnostic scripts in Python and structured queries in SQL to isolate and document root causes of deviations.
• Collaborate with engineers to translate findings into long-term system updates and validation rules.
• Develop and maintain data-quality dashboards, audit trails, and investigative documentation.
• Partner with portfolio management, operations, and engineering teams to improve transparency and trust in performance reporting.
• Analyze differences between modeled and actual portfolio returns and conduct performance attribution.
• Identify root causes, validate fixes, and strengthen performance analytics.

Skills

Python Programming

SQL Proficiency

Investment Performance Analysis

Data Quality Management

Analytical Problem-Solving

Data Reconciliation

Diagnostic Scripting

Structured Querying

Data Visualization

Workflow Automation

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Mathematics

Bachelor’s Degree in Computer Science

Master’s Degree in Finance

Master’s Degree in Accounting

Master’s Degree in Mathematics

Master’s Degree in Computer Science

Tools

Data Visualization

Workflow Automation

Job description

• Investigate and reconcile account-level and benchmark performance data across internal models, benchmark systems, and custodian data
• Analyze benchmark definitions, blending logic, and drifted allocations to ensure consistency with expected outcomes
• Build diagnostic scripts in Python and structured queries in SQL to isolate and document root causes of deviations
• Collaborate with engineers to translate findings into long-term system updates and validation rules
• Develop and maintain data-quality dashboards, audit trails, and investigative documentation
• Partner with portfolio management, operations, and engineering teams to improve transparency and trust in performance reporting
• Analyze differences between modeled and actual portfolio returns and conduct performance attribution
• Identify root causes, validate fixes, and strengthen performance analytics

Requirements

• Minimum of 3+ years of experience in investment analytics, portfolio accounting, or data engineering/analytics
• Proficiency in Python and SQL
• Strong analytical and problem-solving skills with exceptional attention to detail
• Comfortable working in fast-moving, high-accountability environments where accuracy and speed both matter
• Solid understanding of investment performance concepts, including returns, benchmarks, attribution, and reconciliation
• Bachelor’s or Master’s degree in Finance, Accounting, Mathematics, Computer Science, or a related quantitative field (preferred)
• 5 years of experience in investment analytics, portfolio accounting, or data engineering/analytics (preferred)
• Experience with data visualization or workflow automation tools is a plus

Core Competencies

Demonstrates expertise in investment analytics and performance reporting, utilizing strong skills in Python and SQL to analyze and reconcile data. Capable of developing data-quality dashboards and collaborating with cross-functional teams to enhance transparency and accuracy in performance metrics.

Highest-signal resume keywords

• Python Programming
• SQL Proficiency
• Investment Performance Analysis
• Data Quality Management
• Analytical Problem-Solving

ATS Optimization Keywords

Hard Skills

• Investment Analytics
• Portfolio Accounting
• Data Engineering
• Performance Attribution
• Benchmark Analysis
• Data Reconciliation
• Diagnostic Scripting
• Structured Querying
• Data Visualization
• Workflow Automation

Soft Skills

• Attention to Detail
• Collaboration
• Adaptability
• Communication
• Problem-Solving

Certifications & Qualifications

• Bachelor’s Degree in Finance
• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Mathematics
• Bachelor’s Degree in Computer Science
• Master’s Degree in Finance
• Master’s Degree in Accounting
• Master’s Degree in Mathematics
• Master’s Degree in Computer Science

Industry Keywords

• Investment Performance Concepts
• Benchmark Systems
• Custodian Data
• Performance Reporting
• Audit Trails