Senior Performance Analyst

harrisassociates; Chicago (IL); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Harris Associates L.P. in Chicago, IL seeks an experienced Investment Analyst to lead cross-functional projects, coach junior staff, and drive process improvements while ensuring adherence to Global Investment Performance Standards (GIPS).

The role requires 3 years in investment analysis or related fields and strong data skills with Excel and Power BI, plus familiarity with Morningstar Direct, Factset, or Bloomberg. Hybrid work options are available.

Qualifications

• Bachelor's degree or foreign equivalent in Mathematics, Accounting or Finance, plus 3 years in investment/finance analysis.
• Experience with performance analysis conventions and risk measurement.
• Excel and Power BI data management skills.
• Knowledge of Global Investment Performance Standards (GIPS).

Responsibilities

• Lead cross-functional project work with other teams.
• Provide day-to-day coaching of junior team members.
• Identify issues and lead process-improvement initiatives.
• Ensure adherence to GIPS and coordinate with external verifier.
• Support ad-hoc analysis requests for Marketing and stakeholders.
• Analyze and report portfolio, security, and benchmark performance.

Skills

Excel

Power BI

Data analysis

SQL

VBA

Education

Bachelor's degree or foreign equivalent 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.

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.

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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