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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:

Additional Info:

For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com

Salary Range:

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