Performance Operations Analyst

ApTask; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

ApTask is seeking a detail-oriented professional in New York to support investment performance measurement, reporting, and reconciliation across multiple portfolios. You will leverage platforms like Aladdin, FactSet, and B-One, with exposure to Python and Power BI to drive data-driven insights.

Strong communication and client service skills are essential for coordinating with internal teams. The ideal candidate has hands-on experience in investment management operations and a solid understanding

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

Skills

Performance measurement

Benchmark calculations

Data analysis

Attention to detail

Communication

Analytical skills

Problem solving

Client service

Tools

Aladdin

FactSet

B-One

StatPro

Alteryx

Python

Power BI

Job description

-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