Performance Measurement Associate

  • location: Boston, MA
  • type: Permanent
  • salary: $70,000 per year

job description

Performance Measurement Associate

We are looking for a data driven candidate who will provide investment performance analysis and support to Portfolio Management, Marketing, Distribution, Investor Communications as well as internal consultants and other business partners.  We seek a candidate who problem solves and takes initiative. The role requires a detailed individual who thrives in a deadline driven environment and is team-oriented and collaborative to deliver on work projects.

Responsibilities

• Provide investment performance analysis and reporting for clients, portfolio management, distribution, marketing, research and other business partners across the company

• Calculate and compile investment performance and characteristics information required to populate consultant marketing databases and client reports

• Partner with Distribution and Marketing teams to prepare data for marketing presentations and requests for proposals (RFPs)

• Work closely with other members of Operations to create efficiencies, improvements and resolve upstream issues associated with performance returns

• Prepare and analyze daily performance reports for portfolios containing diverse assets classes for senior management

• Respond to internal/external ad hoc requests

• Perform project work as required



1-3 years of investment performance and/or investment accounting experience preferred • Pursuing CFA, CPA and/or CIPM designation preferred

Basic Qualifications • Bachelor’s degree required



Skills

  • performance measurement (2 years of experience is preferred)
  • investment performance (2 years of experience is preferred)
Education
  • Bachelors (required)
Qualifications
  • Years of experience: 2 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 4 PM

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