Performance Analyst

Job DetailExperience Level Mid LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000018362Salary Type AnnuallyIndustry Asset ManagementSelling Points Contribute to impactful financial analysis in a dynamic hybrid environment. Collaborate on strategic initiatives and drive organizational growth. Advance your career with professional development opportunities.Job DescriptionPerformance Analyst OverviewAs a Performance Analyst, contribute to a dynamic finance organization specializing in private market investments.Perform detailed performance analysis, ensuring accuracy and compliance across diverse funds and accounts.Collaborate with investment teams and leadership to provide insightful performance data and reports.Support strategic initiatives, including model portfolio construction and performance attribution analysis.Leverage your expertise to drive impactful results and organizational growth.Enjoy a hybrid work environment combining remote flexibility with on-site collaboration.Advance your career within a rapidly expanding finance group offering professional development opportunities.Contribute to a culture of excellence and innovation in financial performance analysis.Performance Analyst Key Responsibilities & DutiesCalculate and analyze fund, mandate, and account performance metrics with precision and compliance.Assist in constructing model portfolios and conducting performance attribution analysis.Collaborate with investment teams to deliver comprehensive performance reports and insights.Validate cash flow inputs and review methodologies for accuracy and consistency.Ensure adherence to industry standards and internal performance reporting protocols.Provide performance data for marketing materials, RFPs, and strategic initiatives.Maintain organized records and documentation supporting performance calculations.Demonstrate an entrepreneurial mindset in problem-solving and decision-making processes.Performance Analyst Job RequirementsBachelor's degree in Accounting, Finance, or related field; advanced certifications (CIPM, CPA, CFA) preferred.Minimum 3 years of experience in accounting, finance, or valuation; 7 years preferred.Proficiency in performance metrics, fund structures, and financial calculations.Strong understanding of accounting principles, fund accounting, and financial reporting.Practical knowledge of private equity, private credit, and bespoke transactions.Excellent communication skills and a collaborative, customer-focused approach.Highly detail-oriented and organized, with advanced proficiency in Excel.Ability to work effectively across all organizational levels and functions.