Performance Analyst

Boston, MA 02117

Posted: 09/27/2018 Employment Type: Contract to Perm Specialty: Accounting & Finance Job Number: 82155

A well-known financial services firm in Boston, MA is seeking a Performance Analyst to join their team. In this contract-to-hire role, you will have responsibility for all aspects of performance, attribution and analytics reporting - including account, product, and benchmark data. The primary focus is fixed income while being part of a global team supporting all investment types. Industry designations such as CFA, CAIA, FRM, and CIPM are aligned with the job profile. This position pays up to $60/hr temp and 90K perm. Apply today!

Responsibilities for the Performance Analyst:
  • Act as subject matter expert on Fixed Income Attribution and work with team to improve reporting data quality
  • Respond to ad hoc requests and create value added analysis for investment distribution teams
  • Provide technical expertise with regard to performance measurement and attribution
  • Ensure timeliness and accuracy of client reporting
  • Partner with operations groups to monitor controls and support valuation process
  • Manage tools required in reporting process such as; Barclay’ s Point, Excel, and Bloomberg PORT
  • Support the information needs of sales, marketing, compliance and other users of performance 
  • Assist in and provide support in new product development efforts
  • Act as backup for other team members
  • Participate and/or lead projects as assigned
Requirements for the Performance Analyst:
  • Strong knowledge and understand of both equity and fixed income performance calculations
  • Strong background in investment performance and analytics, including attribution, security and portfolio characteristics, competitor/peer analysis, a broad knowledge of financial markets and complex investment strategies
  • Knowledge of front office reporting along with BI and data visualization concepts and software is preferred
  • Organized and results-oriented with the ability to drive the process in a dynamic, growing organization
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                     

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