Investment Performance Analyst — Reporting & Analytics
Family Office Management Services, Inc.
Family Office Management Services, Inc. is looking for a detail-oriented professional for the role involving performance reporting and investment analytics. The position offers competitive compensation and a collaborative team culture. The ideal candidate will have a Bachelor's degree in a relevant field and prior experience in performance reporting or investment operations. Strong Excel skills and experience with Addepar are preferred. #J-18808-Ljbffr Family Office Management Services, Inc.
- Ascensus is seeking an Investment Analyst in Boston, MA, to develop and deliver investment oversight... ...role involves extensive analysis and reporting to the Investment Committee, along... ...the financial services industry. Strong analytical and communication skills are a must,...Suggested
- ...is a boutique multi-family office that provides investment and financial reporting, administrative support, and consulting to... ...of the Role Preparing and maintaining portfolio performance reports and investment analytics. Assisting with performance calculations, benchmarking...SuggestedInternshipWork at office
$80k - $97.5k
...is seeking a Client Portfolio Analyst responsible for supporting the... ...servicing client requests for investment information. Candidates should possess strong analytical skills and excellent communication... ...investment systems to generate client reports and creating commentary for...Suggested$65k - $113.75k
Who We Are Looking ForThe Officer, Investment Performance & Analytics supports the firm’s investment performance, analytics, and Global Investment... ...performance and benchmark validation, analytics review, and reporting deliverables across asset classes and investment...SuggestedTemporary workFlexible hours$79.2k - $88k
...seeks a dynamic Operations team member to support complex client reporting through the Addepar portfolio accounting system. This role... ...with client teams. Candidates must have a Bachelor’s degree, analytical skills, and experience with Addepar. Competitive salary range...Suggested- ...Diversity, LLC. in Cambridge, MA is looking for a Financial Reporting Analyst to support the Finance teams by developing and enhancing financial... ...solutions. The ideal candidate will monitor financial performance and improve reporting processes leveraging AI-driven tools....
$65k - $113.75k
A financial services company is seeking a Performance Product Business Analyst to work within the Investment Performance Analytics team. This role involves translating business needs into product requirements, collaborating across teams, and supporting product delivery...$70k - $90k
...Analyst - Actuarial Financial Reporting This position, located in our Boston, MA or Des Moines, IA offices... ...communication, technical, and analytical skills ~ Takes personal accountability... ...such as individual and team performance. Base Salary Range $70,000 - $9...Work at officeLocal area$30 - $40 per hour
We are currently seeking candidates for an Investment Product Reporting Analyst position at a highly successful Investment Management firm in Boston... ...materials and client reporting, including factsheets, performance commentary, presentations, and product summaries. The ideal...Contract workWork at officeImmediate startRemote work1 day per week$52.5 per hour
...of FactSet, Vermilion, or similar reporting platforms. Lead Systems Analyst – Client Content & Reporting... ...sourcing, validating, and organizing investment data required to support reporting... ...specifications. ~ Strong analytical, communication, and problem-solving...Remote work$69.7k - $112.8k
...The Performance Analyst, Mid monitors and analyzes the performance of enterprise IT systems and... ...issues. The analyst builds dashboards, reports, and alerts that provide actionable insights... ...dashboards and alerts using log analytics and observability platforms to track infrastructure...Contract workWork at officeRemote work$85k - $100k
Overview Reporting to the Director, Revenue Strategy, Analytics, and Planning, the Sr. Manager, Revenue Strategy, Analytics, and Planning will provide direct... ..., surfacing trends and insights, and creating performance reports to inform various revenue priorities. This...Work experience placementLive inWork at officeMonday to Thursday2 days per week$85k - $100k
## Senior Manager, Revenue Strategy, Analytics, and PlanningApplylocations: Bostontime type... ...requisition id: R3106**OVERVIEW:**Reporting to the Director, Revenue Strategy, Analytics... ...trends and insights, and creating performance reports to inform various revenue priorities...Work experience placementInternshipWork at officeLocal areaMonday to ThursdayFlexible hours2 days per week- ...Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and analytics to support the Finance teams and help monitor the financial performance of HUIT. This role focuses on creating multiple and...Work experience placementWork at office2 days per week1 day per week
$50 - $60 per hour
A leading tech firm is looking for a Performance Analyst (Investments) to enhance AI understanding of finance. This role offers flexible hours, either full-time or part-time, and the ability to choose projects that fit into your schedule. The successful candidate will...Remote jobHourly payFull timePart timeFlexible hours- ...) is a leading global investment firm. CA’s goal is to... ...hiring an Investment Analyst/Associate to join this... ...in-depth due diligence reports.Additionally, the Investment... ...investments.Strong analytical and quantitative... ...eligible for an annual performance-based bonus and a comprehensive...Local areaWorldwide
$60k - $120k
Section 1: Position Summary The Investment Analyst is responsible for... ...distribution of investment data; (ii) reporting to the Investment Committee... ...”); and (iii) providing analytic support to the Committee.... .... The role also monitors performance and completeness of investment...Second jobFlexible hoursShift work$65k - $113.75k
STATE STREET CORPORATION is seeking an Officer for Investment Performance & Analytics based in Boston, Massachusetts. The role focuses on supporting investment performance and GIPS processes, including data validation and composite maintenance. Candidates should have a...$90k - $125k
...(BXLS) Finance team is responsible for the investment operations, fund administration, and financial planning and reporting needs for the Life Sciences group based in Cambridge... ...and key financial metrics. Excellent analytical and problem‑solving skills with keen attention...Work experience placementLocal area$90k - $125k
The Blackstone Group L.P. is seeking a Finance Analyst for its Life Sciences group in Cambridge, MA. The role involves managing investment transactions, preparing financial forecasts, and collaborating with various teams. Candidates should have a Bachelor’s degree in a...- Position: Investment Analyst, Diversifying StrategiesFirm: ~75-person firm... ...complex investment models, performing detailed due diligence, and... ...performance.Prepare reports and presentations for the Investment... ...and SkillsStrong analytical and problem-solving abilities...Work from home
- ...Department is seeking a Data Quality Analyst responsible for ensuring the... ...Commercial Systems, Sales Analytics, Commercial Compliance, Legal... ...daily, weekly, and quarterly reports related to NINLARO, ICLUSIG,... ..., completeness, and quality Perform data cleanup activities to...
$40 per hour
...Budget & Financial Planning Analyst to support our client’s senior... ..., financial analysis, and reporting activities. This role will assist... ...budget versus actual performance, maintaining forecasting models... ...is a plus) Strong analytical, problem-solving, and communication...Permanent employmentContract workTemporary workWork at officeImmediate start- ...offers comprehensive investment management capabilities... ...THE POSITIONThe Risk Analyst, Fixed Income... ...firm’s Global Risk and Performance Strategy (GPS) department... ...measurement, and security analytics processes across our... ...clear, engaging reporting that emphasizes material...
$100k - $133.6k
..., recognizing and rewarding performance, and how we make an impact in... ...data bases, to provide analytical support on strategies, ensure... ...Financial Center Fraud Strategy Analyst within the Client Protection... ...of product performance reports and updates for senior management...Full timeWork at officeShift workDay shift- Position Summary The Plant Performance Analyst supports the plant leadership team by collecting, organizing, analyzing, and reporting plant performance data. This role maintains plant... ...preferred in Business, Manufacturing, Data Analytics, Engineering Technology, Operations,...
$97k - $130k
USA - Commercial Performance & Insights Analyst The Commercial Performance & Insights Analyst role will... ...financial and commercial performance. Reporting into the US Head of FP&A and working... ...‑making. This role requires strong analytical skills and will be responsible for...Work at officeLocal areaWork from home2 days per week$94.18k - $122.44k
.... We achieve this by making investments in staff development and prioritizing... ...The Senior Financial Reporting Specialist supports the... ...Financial Analysis & Reporting Perform detailed variance analysis and... ...sensitive financial data Analytical mindset with the ability to...Temporary workWork at officeShift work- A leading investment firm is seeking an Investment Accounting Data Analytics and Reporting Manager in Boston, MA. This role involves leading the execution of internal and external reporting for investment products, ensuring compliance with US GAAP, and mentoring a dedicated...
$110k - $181.25k
Who We Are Looking For The Vice President, Investment Performance & Analytics will lead the firm’s investment performance, analytics, and Global Investment... ...and benchmark validation, analytics integrity, and reporting oversight across asset classes and strategies. The VP...Temporary work
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