Head of Performance Attribution, Asset Management

Northern Trust Asset Management
Chicago, Tempe, West Palm Beach
Salary commensurate with ~15 years of experience
Jan 23, 2023
Feb 22, 2023
Industry Sector
Asset Management
Employment Type
Full Time

The Head of Investment Performance Attribution will be responsible for championing and building best-in-class attribution capabilities within NTAM.  This leader will engage with a diverse set of senior stakeholders to develop, execute and operationalize the vision, strategy, methodologies, and roadmap for Performance Attribution. The leader will also be responsible for building a scalable operating model backed by a world-class team, contemporary technology platform, and robust processes. This role will also involve identifying opportunities to improve operational effectiveness and efficiency in the current attribution analysis approaches and output.  

Serve as a leader and subject matter expert on investment performance measurement, attribution, and reporting to achieve excellence across this practice.  Responsibilities include:

  • Lead efforts to transform attribution analysis work, including the development and enhancement of methodologies utilized.
  • Develop, communicate, and execute the strategic roadmap for enhancing attribution analysis, collaborating with internal partners, consultants and vendors to develop modern, scalable and efficient solutions to meet stakeholder objectives.  
  • Actively engage and collaborate with leaders across all levels across the firm to transform attribution analysis and reporting capabilities, drive best practices with a keen attention to both internal and external needs.
  • Assess, hire and develop attribution talent to standup a world class attribution team that addresses all asset classes.  
  • Be a thought leader in identifying opportunities for digitization and automation to deliver both standard and customized reporting and insights efficiently, accurately, and at scale.  
  • Ensure governance and oversight of data processes used to create and review reports, thus facilitating compliance with established thresholds for accuracy and timeliness.    
  • Collaborate with multi-disciplinary teams to assess the current state and architect the future state operating models, processes, and capabilities to successfully support evolving business needs.
  • Assess service level agreements and suggest improvements to create a robust governance and control framework to ensure the delivery of accurate and timely information.
  • Oversee existing and prospective applications (proprietary and vended) to ensure fit-for-purpose platforms.
  • Lead and execute projects to achieve both strategic and tactical business goals.
  • Develop and monitor key performance indicators to measure the accuracy and timeliness of group outputs, ensuring our investments in people, systems and process enhancements deliver value. 


  • Deep subject matter expertise and experience with attribution analysis, including buildout of scalable operating models using modern attribution platforms.
  • Detailed understanding of the investment management business, multiple asset classes, reporting to clients and prospects, and investment/financial technology within a large-scale asset management setting.
  • Strong analytical skills, and the ability to convey such knowledge to others as an educator and leader.
  • A change-leader astute at building consensus across a diverse group of senior stakeholders across the organization to drive to outcomes.   
  • Experience developing others, preferably both onshore and offshore.
  • Strong consultative skills ranging from gathering market and competitor insights, problem solving, analytics, strategy development, influencing, facilitation and consensus building.
  • Dynamic relationship building and partnership skills; a strong collaborator with experience leading initiatives across multiple groups and stakeholders.
  • Experience assessing and implementing investment performance and analytics platforms.
  • Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences as needed.
  • Excellent motivation and team building skills, including the ability to recruit, develop and retain staff
  • Experience in driving digital and automation-driven transformation to generate efficiencies and scalability.
  • Global outlook with sensitivity and awareness of social and cultural differences.
  • Strong situational awareness and decision-making capabilities.


  • 15+ years of relevant work experience in the investment management industry, with demonstrable experience and successful track record within the performance and analytics space at a matrixed mid-to-large investment management firm.   
  • Bachelor’s degree, MBA and/or CFA and/or CIPM strongly preferred.
  • Proficiency with investment as well as reporting and analytic tools and databases.  
  • Track record of developing and driving transformation vision and agenda.
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