Performance Operations Analyst - Investment Management - NYC

Lenmar Consulting Inc; New York (NY); Hybrid; USD 66,000 - 72,000; Full time

Job summary

Lenmar Consulting Inc. seeks a Performance Operations Analyst for its NYC client’s investment management operations. The role focuses on accurate performance measurement, benchmark calculations, data analysis, and timely reporting.

The candidate will work with a global team and interact with Portfolio Managers, Client Reporting, and Technology. Proficiency with Aladdin, FactSet, Power BI and Python is preferred; hybrid work with on-site days applies.

Qualifications

• Experience in investment management operations and performance reporting is required.
• Familiarity with benchmark calculations and data reconciliation.
• Proficiency with MS Excel and reporting tools is expected.

Responsibilities

• Support daily performance measurement, validation, and reporting 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 providers to resolve operational issues impacting reporting.
• Support regulatory, board, client, and management reporting requirements.
• Produce recurring and ad hoc reports for business partners and stakeholders.
• Participate in automation and process improvements using Excel, Power BI, Alteryx, Python, and AI-enabled tools.

Skills

Investment performance measurement

Data analysis

Attention to detail

Strong Excel skills

Communication

Tools

Aladdin

FactSet

B-One

StatPro

Power BI

Alteryx

Python

Job description

We have this W2 Contract opportunity for a Performance Operations Analyst with our Direct Financial Client in NYC. Please let us know if this is something that interests you.

Performance Operations Analyst - Investment Management

Location: NYC, NY

Max Pay Rate: $51.86/hr W2 (No Benefits)

Duration - 12 months +

Hybrid role on-site 3 days a week

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

Performance Operations Analyst (Temp)

• 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 *** 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.

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