Performance Analyst
- Employer
- GW&K Investment Management
- Location
- Boston, Massachusetts (US)
- Salary
- Salary, Bonus + Educational Reimbursement
- Closing date
- Sep 6, 2021
View more
- Job Function
- Performance Analysis
- Industry Sector
- Asset Management, Private Wealth Management Firm , Securities Exchange
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Job Details
Summary:
The Performance Analyst will be responsible for calculating, reviewing and reporting on performance for all GW&K investment strategies and their benchmarks.
Responsibilities:
- Calculate, review and disseminate performance and related data to be used in internal reporting, marketing materials and custom client reporting.
- Validate underlying data used in the performance calculation and work with various groups (Operations, Client Service, IT) to resolve any issues or discrepancies.
- Analyze individual account performance to identify reasons performance may be out of line with the composite and/or benchmark.
- Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients.
- Maintain compliance with the GIPS standards, participate in annual GIPS verification, update and review all GIPS compliant materials and keep abreast of changes in the Standards.
- Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs.
- Willingness to expand role in the group to assist with custom client requests, product and competitor research, data and automation used in Seismic.
- Assist the Performance and Analytics group with various special projects and initiatives.
- Continuously look for ways to enhance outputs and streamline processes and procedures to improve efficiency and accuracy.
Qualifications:
- Bachelor’s degree, preferably in business, finance, or economics.
- 3+ years of relevant experience in a Performance Analyst role.
- CIPM, CFA or progress towards is preferred.
- Exceptional working knowledge of Excel, experience with SQL and Tableau very helpful.
- Working knowledge of GIPS standards.
- Must be detail oriented, possess strong organizational skills and work well under pressured time constraints while meeting strict deadlines.
- Strong team orientation but also self-motivated and able to complete projects independently.
- Demonstrated desire to further develop industry and market knowledge.
Company
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals.
To keep pace with the ever-changing landscape of the investment community, we are continuously looking for individuals who can contribute to GW&K's growth.
At GW&K we believe our people are our most valuable assets. Employees thrive in a dynamic work environment that promotes growth and opportunity.
Company info
- Location
-
222 Berkeley Street
15th Floor
Boston
MA
02116
US
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert