Performance Analyst

Location
Boston, Massachusetts (US)
Salary
Salary, Bonus + Educational Reimbursement
Posted
08 Jul 2021
Closes
06 Sep 2021
Ref
PA-GWK
Job Function
Performance Analysis
Employment Type
Full Time
Education
Bachelors

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.
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