Senior Performance Analyst

Socket.dev; Chicago (IL); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical, prescription, dental, vision

Paid time off

Profit sharing

401k plan

Tuition reimbursement

Commuter benefits

Wellness programs

Volunteer programs

Job summary

Harris Associates L.P. in Chicago, IL seeks a dynamic investment analyst to lead cross-functional projects and coach junior team members. You will partner with portfolio teams to support ad-hoc analyses, measure performance, and ensure GIPS compliance across the firm.

This role emphasizes rigorous data handling and clear attribution communication to stakeholders. Eligible for telecommuting within reasonable commuting distance from Chicago, with in-office presence several days a week.

Qualifications

• Bachelor’s degree in Mathematics, Accounting or Finance and 3 years of experience in investment/finance analysis.
• Experience with performance analysis and risk measurement is required.
• Data management skills on Excel and Power BI are required.

Responsibilities

• Lead cross functional project work with other teams as required.
• Coach junior team members on processes and analysis requests.
• Identify issues or opportunities for process improvements and lead implementations.
• Ensure adherence to Global Investment Performance Standards (GIPS) and coordinate with external verifier.
• Support ad-hoc analyses for Portfolio Managers and Client Portfolio Managers.
• Prepare and review risk and return data for client reports and presentations.
• Review and approve team deliverables and maintain strong controls.

Skills

Data analysis

Excel

Power BI

Financial modeling

SQL

VBA

Education

Bachelor’s degree in Mathematics, Accounting or Finance

Tools

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:

1. Experience with conventions of performance analysis and risk measurement.
2. Data management skills on Excel and Power BI.
3. Experience with Global Investment Performance Standards.
4. Analysis of macroeconomic trends and development of clear, insightful visualizations using tools such as Morningstar Direct, Factset, Bloomberg, or other related analytical tools
5. SQL, VBA, or other programming languages to review, validate, and ensure the accuracy and quality of data across multiple sources.
6. 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.

$95,000—$110,000 USD

Equal Employment Opportunity Policy Statement

Harris 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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