Portfolio Analytics: Performance & Attribution Analyst

LaSalle Intelligent Solutions; Chicago (IL); Hybrid; USD 68,000 - 97,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Job summary

LaSalle Network is seeking a Performance & Attribution Analyst to join our analytics team in a hybrid setup. The role focuses on delivering accurate portfolio performance and attribution reporting, partnering with investment professionals and client-facing teams.

Ideal candidates have 2+ years in performance measurement, asset management experience, advanced Excel, and familiarity with SQL, Tableau, Power BI, Bloomberg, and FactSet.

Qualifications

• 2+ years in performance measurement or attribution.
• Asset management or institutional investment experience.
• Proficient in Excel; strong analytical capabilities.

Responsibilities

• Produce portfolio performance and attribution reporting.
• Analyze and validate investment performance data.
• Support strategy, client, and business development requests.
• Investigate and resolve reporting exceptions.
• Collaborate with portfolio management, operations, and client teams.
• Maintain data accuracy across reporting systems and tools.
• Support ad hoc investment analytics requests.
• Participate in process improvement initiatives.

Skills

Analytical thinking

Stakeholder management

Investment reporting

Communication

Problem solving

Tools

Excel

SQL

Tableau

Power BI

Bloomberg

FactSet

Portfolio accounting systems

Job description

LaSalle Network is seeking a Performance & Attribution Analyst to join our analytics team in a hybrid setup. The role focuses on delivering accurate portfolio performance and attribution reporting, partnering with investment professionals and client-facing teams.

Ideal candidates have 2+ years in performance measurement, asset management experience, advanced Excel, and familiarity with SQL, Tableau, Power BI, Bloomberg, and FactSet.