File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Performance Analyst




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
6964




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Investment Management




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Oct 19 2022 12:00:00:000AM




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Nov  2 2022 12:00:00:000AM




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Performance

Other





File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Qualifications




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:






File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
3




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info




File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com


Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
 

Job Title:
Performance Analyst
Job Code:
6964
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Oct 19 2022
Expires On:
Nov 2 2022
Responsibilities:
Performance

  • Ensure that firm performance output is met in a timely and accurate fashion.
  • Confirm compliance with any regulatory requirements related to performance and/or client reporting.
  • Adhere to GIPS Compliance standards, coordinating all efforts surrounding GIPS Compliance for firm. Work with external consultants as needed.
  • Find opportunities in the performance process to improve, seeking automation whenever possible.
  • Maintain and coordinate composite structure and definitions, collaborating with the firm to ensure compliance with required firm composite structure.
  • Provide after-tax performance calculations when required.
  • Play an active role in all systems upgrades, conversions or related events, providing methodical testing throughout.
  • Develop, maintain and document procedures
  • Coordinate quarterly performance reports with the firm and their print mail vendor.
  • Coordinate electronic delivery of performance reports, working closely with the client service team as needed.
Other

  • Identify any operational improvement, innovation or automation opportunities inside and outside the department.
  • Represent the firm for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.
  • Assist with oversight of the firm relationship, specifically with Performance responsibilities.
Qualifications:


  • 3-5 years of performance measurement experience, data management, information systems or investment operations
  • 5-7 years of relevant financial services/asset management operations experience
  • Experience with GIPS Compliance standards
  • Demonstrated analytical skills
  • Excellent time management and organizational skills.
  • Strong written and verbal communication skills.
  • Ability to stay organized, highly productive, and deliver/complete multiple tasks within tight time frames
  • Strong technology skills (advanced Excel skills required)
  • Strong interpersonal skills including team building and relationship management (within all levels of the business, both internally and externally).
  • Undergraduate degree in Finance, MIS, Accounting or related field.
  • Prior experience with Separately Managed Accounts/UMAs
  • Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.
  • CIPM designation (or candidacy).
  • Experience with Factset and/or Bloomberg
Required Years of Experience:
3
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Salary Range:
Name:

Email:

Phone #:

Message:

Submit Resume:



All contents © copyright Fanning Personnel. All rights reserved.

Powered by: DreamingCode
Join Our Candidate Newsletter
617.728.4100
20 Park Plaza, Suite 525
Boston, MA 02116