Performance Operations Analyst

Job Description

Job Description

At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Performance Operations Analyst.

• Contract
• Hybrid (on-site 3 days a week)

Required

• Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline.
• Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus.
• Understanding of investment products including equities, fixed income, derivatives, and alternative investments.
• Strong analytical and problem-solving skills with a high degree of organization and attention to detail.
• Proficiency with Microsoft Office applications including Excel, Word, and Outlook.
• Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro, or similar systems is preferred.
• Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus.
• Excellent verbal and written communication skills, professional maturity, and sound business judgment.
• Ability to work independently, manage competing priorities, and escalate issues as appropriate.
• Strong client service focus and ability to build relationships across multiple teams and stakeholders

Responsibilities:

• Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.
• Perform quality control reviews and investigate performance, benchmark, and data exceptions.
• Assist with benchmark setup, maintenance, and monitoring activities.
• Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.
• Support regulatory, board, client, and management reporting requirements.
• Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.
• Produce recurring and ad hoc reporting for business partners and stakeholders.
• Assist in developing and maintaining operational controls, procedures, and audit support documentation.
• Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.
• Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery.
• Any other duties as assigned.