Senior Performance Analyst

Harris Associates; Chicago (IL); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401k plan

Tuition reimbursement

Commuter benefits

Volunteer programs

Job summary

Harris Associates seeks an investment analytics professional to lead cross-functional project work and support portfolio and risk reporting. You will guide junior staff, drive process improvements, and ensure adherence to GIPS standards while collaborating with Portfolio Managers and stakeholders in Chicago.

The role requires a mathematics/finance background, 3 years’ experience in performance/risk analysis, and strong data skills in Excel and Power BI.

Qualifications

• Bachelor’s degree in Mathematics, Accounting or Finance or related field.
• 3 years of experience as an investment analyst, finance/economics research analyst, performance analyst or related role.
• Experience with performance analysis conventions and risk measurement.
• Data management skills on Excel and Power BI.
• Experience with Global Investment Performance Standards (GIPS).
• Proficient in visualization using Morningstar Direct, Factset, Bloomberg or similar tools.
• Knowledge of SQL, VBA or other programming languages to validate data across sources.
• Develop and maintain automated reports to reduce manual errors.

Responsibilities

• Lead cross-functional project work with other teams.
• Coach junior team members on processes and analysis requests.
• Identify and implement process improvements; coordinate with external verifier for GIPS exam.
• Support ad-hoc analysis requests for Marketing and stakeholders.
• Calculate, analyze and report portfolio, security and benchmark performance.
• Communicate attribution analysis to stakeholders.
• Prepare and review risk and return data for client reports and presentations.
• Maintain strong operational controls and documentation.

Skills

Data analysis

Excel

Power BI

SQL

VBA

Morningstar Direct

Factset

Bloomberg

GIPS

Education

Bachelor’s degree in Mathematics, Accounting or Finance

Tools

Excel

Power BI

Morningstar Direct

Factset

Bloomberg

Job description

At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.

Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description.

JOB DUTIES:

Lead cross functional project work as directed, working with other teams at the firm as required. Provide day-to-day coaching of junior team members on processes and analysis requests. Proactively identify issues or opportunities for process improvements; propose and lead implementation of solutions. Ensure firm adheres to Global Investment Performance Standards (GIPS); coordinate work with external verifier to complete annual exam as required. Work closely with Portfolio Managers and Client Portfolio Managers to support ad-hoc analysis requests for the Marketing department or other key stakeholders. Calculate, analyze, and report portfolio, security, and benchmark performance in ways best serving our stakeholders needs. Proactively identify impact of changes upstream to these processes. Lead the interpretation and communication of attribution analysis to key stakeholders. Manage the preparation and review of risk and return data for client reports and prospective client presentations. Review and approve team deliverables, perform quality control checks and ensure adherence to established procedures and best practices. Establish and maintain strong operational controls and documentation to support a robust control environment. Eligible for telecommuting from home within reasonable commuting distance from Chicago, IL. Will require physical presence at worksite in Chicago, IL at least several days a week.

REQUIREMENTS:

Bachelor’s degree or foreign equivalent in Mathematics, Accounting or Finance, or related field. and 3 years of experience as an investment analyst, finance/economics research analyst, performance analyst, or other role that provided experience with the formulas, calculations, and mathematics of performance and risk measurement.

Experience must include three (3) years of experience in all of the following:

• Experience with conventions of performance analysis and risk measurement.
• Data management skills on Excel and Power BI.
• Experience with Global Investment Performance Standards.
• Analysis of macroeconomic trends and development of clear, insightful visualizations using tools such as Morningstar Direct, Factset, Bloomberg, or other related analytical tools
• SQL, VBA, or other programming languages to review, validate, and ensure the accuracy and quality of data across multiple sources.
• Develop and maintain automated reports using coding languages to streamline recurring deliverables and reduce the risk of manual errors.

We offer a comprehensive benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; medical, prescription drug, dental and vision insurance, paid time off, profit sharing plan, 401k plan, tuition reimbursement, commuter and holistic wellness benefits along with volunteer programs.

Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.

Expected range for this Chicago-based role

$95,000 - $110,000 USD

Equal Employment Opportunity Policy StatementHarris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.

Reasonable Accommodation Notice
We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at [e-mail] or you can call us at 312-646-3600.

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Confidential Self-ID Questions

Harris Associates is committed to providing equal employment opportunity to applicants and employees regardless of race, color, religion, gender, sexual orientation, pregnancy, gender identity, national origin, age, disability (including association with a person with a disability), genetic information, veteran status, military status, marital status, order of protection status, unfavorable military discharge, arrest record (or criminal history record ordered expunged, sealed, or impounded), and conviction record (subject to applicable legal exceptions), or any other characteristic protected by applicable law.

The Firm also prohibits, consistent with Illinois law, discrimination based on traits associated with race, including, but not limited to, hair texture and protective hairstyles such as braids, locks, and twists. The Firm interprets these protected statuses broadly to include both the actual status and any perceptions and assumptions made regarding these statuses. This policy applies to all aspects of employment, including but not limited to recruitment and hiring, transfers, promotions, compensation, benefits, training, discipline, termination and all other terms and conditions of employment.

To enable us to evaluate the effectiveness of our equal employment opportunity policy and diversity, equity, and inclusion initiatives, we ask you to complete the self-identification survey below. This information will be treated as confidential and in accordance with the Firm’s Privacy Policy. Data collected will be used on a no-name basis for monitoring and reporting requirement purposes only.

DISABILITY STATUS: You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

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