Performance Operations Analyst

Confidential; New York (NY); On-site; USD 65,000 - 71,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee discounts

Job summary

Confidential in New York, NY is seeking a Performance Operations Analyst (Temp) to support performance measurement, validation, and reporting for portfolios and benchmarks. The role involves collaboration with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to ensure accurate and timely performance data.

You will gain exposure to benchmark administration, quality control, and reporting requirements, while helping implement

Qualifications

• Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline.
• Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus.
• Understanding of investment products including equities, fixed income, derivatives, and alternative investments.

Responsibilities

• Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.
• Perform quality control reviews and investigate performance, benchmark, and data exceptions.
• Assist with benchmark setup, maintenance, and monitoring activities.
• Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.
• Support regulatory, board, client, and management reporting requirements.
• Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.
• Produce recurring and ad hoc reporting for business partners and stakeholders.
• Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.

Skills

Investment performance measurement

Data analysis

Communication skills

Excel proficiency

Problem solving

Education

Bachelor's Degree

Tools

Aladdin

FactSet

B-One

StatPro

Power BI

Alteryx

Python

Job description

Our client, a major bank, is looking to hire a Performance Operations Analyst in New York, NY.

Pay Rate Range:

47-51.80/hr W2

Responsibilities:

Performance Operations Analyst (Temp)

Brokerage Investment Management is a leader in the global Investment Management business and its Operations division serves the Firm's portfolio managers and associated teams by providing high-quality support through excellence in processing, reporting, and management of strategic initiatives

The Performance Operations Analyst will work within the Investment Management Operations Performance team supporting a broad range of investment strategies, products, and asset classes managed by Brokerage Investment Management. The Performance Operations team is responsible for the accurate, timely, and complete calculation, validation, and reporting of portfolio and benchmark performance results for institutional clients and mutual funds.

This individual will be part of a global team based in the New York office working alongside colleagues across North America and India. The team works closely with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to support performance measurement and reporting activities. The analyst will gain exposure to performance calculations, benchmark administration, quality control processes, reporting requirements, and operational initiatives while developing strong relationships across the organization.

Responsibilities

• Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.
• Perform quality control reviews and investigate performance, benchmark, and data exceptions.
• Assist with benchmark setup, maintenance, and monitoring activities.
• Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.
• Support regulatory, board, client, and management reporting requirements.
• Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.
• Produce recurring and ad hoc reporting for business partners and stakeholders.
• Assist in developing and maintaining operational controls, procedures, and audit support documentation.
• Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.
• Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery.
• Any other duties as assigned.

Requirements:

• Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required
• Experience with systems such as Aladdin, FactSet, B-One, preferred.

Qualifications:

Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline.

Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus.

Understanding of investment products including equities, fixed income, derivatives, and alternative investments.

Strong analytical and problem-solving skills with a high degree of organization and attention to detail.

Proficiency with Microsoft Office applications including Excel, Word, and Outlook.

Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro, or similar systems is preferred.

Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus.

Excellent verbal and written communication skills, professional maturity, and sound business judgment.

Ability to work independently, manage competing priorities, and elevate issues as appropriate.

Strong client service focus and ability to build relationships across multiple teams and stakeholders

• Bachelor's Degree

Recommended Benefits:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.