Senior Investment Performance Analyst

Kappaalphapsi1911; Minneapolis (MN); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Job summary

Kappaalphapsi1911 is seeking a Senior Analyst for the Investment Performance team in Minneapolis, MN. In this role, you will advance initiatives related to investment performance reporting in the Advice & Wealth Management segment.

Your responsibilities will include conducting research, documenting business requirements, and collaborating with various business units. The ideal candidate will have strong analytical skills and 5+ years in the financial services industry. A Bachelor's degree is required.

Qualifications

• 5+ years of experience in the financial services industry.
• Knowledge of financial products and performance measurement tools.
• Ability to stay current with regulatory requirements.

Responsibilities

• Conduct research and provide analytical support for investment performance reporting.
• Collaborate with business units to ensure compliance and improve data quality.
• Lead projects to develop investment products within the AWM segment.

Skills

Investment performance measurement

Financial analysis

Strong communication skills

Project management

Leadership skills

Education

Bachelor's Degree or equivalent experience

Tools

Pershing X

Morningstar Direct

Job description

Kappaalphapsi1911 is seeking a Senior Analyst for the Investment Performance team in Minneapolis, MN. In this role, you will advance initiatives related to investment performance reporting in the Advice & Wealth Management segment.

Your responsibilities will include conducting research, documenting business requirements, and collaborating with various business units. The ideal candidate will have strong analytical skills and 5+ years in the financial services industry. A Bachelor's degree is required.