Senior Investment Performance Analyst (Advisory Platform)

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

Benefits offered by this job

401(k)

Health insurance

Vacation and sick time

Job summary

Threadneedle group is seeking a Senior Analyst to join the Investment Performance team in Minneapolis, MN. This role will focus on advancing investment performance reporting initiatives and collaborating with various business units to enhance quality and compliance. The ideal candidate will have 5+ years in financial services, strong analytical skills, and leadership abilities.

This position offers a base salary range of $100,000 - $115,000 per year, along with a comprehensive benefits program including health, dental, and life insurance.

Qualifications

• 5+ years of experience in the financial services industry.
• Understanding of Global Investment Performance Standards (GIPS).
• Certificate in Investment Performance (CIPM) or CFA designation preferred.

Responsibilities

• Conduct research and define business requirements for investment performance reporting.
• Maintain performance reporting infrastructure for the AWM segment.
• Provide analytical and reporting support across various business units.

Skills

Investment performance measurement

Investment analysis

Data quality oversight

Strong communication skills

Leadership skills

Education

Bachelor's Degree or equivalent experience

Tools

Portfolio accounting systems

Performance measurement systems

Job description

Threadneedle group is seeking a Senior Analyst to join the Investment Performance team in Minneapolis, MN. This role will focus on advancing investment performance reporting initiatives and collaborating with various business units to enhance quality and compliance. The ideal candidate will have 5+ years in financial services, strong analytical skills, and leadership abilities.

This position offers a base salary range of $100,000 - $115,000 per year, along with a comprehensive benefits program including health, dental, and life insurance.