Performance Specialist

RIT Solutions, Inc.

Title: Performance Specialist

Location: Open (Local/nearby candidates preferred; must be able to travel to Smithfield, RI as needed - travel and accommodation will be covered)
Duration: 9 Months contract

Role Overview

Client is seeking a Performance Specialist to support its Performance Measurement & Analytics team, specifically aligned with the Custom SMA (Separately Managed Accounts) business.

This role is critical to maintaining continuity of client reporting, performance analytics, and marketing deliverables during a transition period following the retirement of a senior performance lead.

Key Responsibilities

Perform portfolio performance calculations and ensure accuracy across client reporting
Support custom SMA reporting and analytics deliverables for internal and external stakeholders
Manage and validate performance data , ensuring consistency and integrity
Partner with investment professionals, marketing teams, and technology teams
Assist in creation and maintenance of client-ready reports and presentations
Troubleshoot discrepancies and ensure timely resolution of performance-related issues
Maintain documentation of methodologies, processes, and reporting standards

Required Qualifications

Strong experience in investment performance measurement and analytics
Solid understanding of performance calculations (e.g., returns, attribution, benchmarking)
Experience working with SMA (Separately Managed Accounts) or similar investment products
Proficiency in Excel (advanced functions, data manipulation, reporting)
Strong data management and validation skills
Ability to communicate effectively with both technical teams and investment professionals

Preferred Qualifications

Experience with performance systems/tools (e.g., FactSet, Bloomberg, Eagle, etc.)
Background in asset management, wealth management, or financial services
Exposure to client reporting and marketing performance materials

Additional Notes

Role requires strong attention to detail and ownership mindset
Must be comfortable working in a fast-paced, client-facing environment
Travel to Smithfield, RI may be required occasionally

Apply

Vacancy posted 3 days ago

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