Senior Performance Analyst - Hybrid/Remote Data-Driven

Harris Associates

Chicago (IL)

Hybrid

USD 95,000 - 110,000

Full time

4 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

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.