Investment Operations and Performance Analytics Associate

About Westfuller
Westfuller is a leading independent Registered Investment Advisory and Wealth Management firm serving high-net-worth individuals, Family Offices, and impact-oriented institutions. We deliver exceptional mission-aligned investment solutions through our core practice and our OCIO joint venture, Bivium Westfuller. Our commitment to independence and objectivity sets us apart in the wealth management industry.

The Opportunity
We're seeking an experienced Investment Operations and Performance Analytics Associate to drive our firm's operational excellence. This role sits at the intersection of investment analytics and operational efficiency, offering the opportunity to work with cutting-edge technology while serving sophisticated clients.

What You'll Do

Investment Performance Analytics (40%)

• Design and produce monthly and quarterly investment performance reports for clients across multiple asset classes, including public equity, fixed income, and alternatives
• Lead data integrity initiatives to ensure accuracy in large investment return datasets
• Create compelling client presentations using Addepar, PowerPoint, or Excel
• Support the VP, performance analytics, to develop and enhance reporting methodologies
• Monitor and analyze performance trends to provide actionable insights

Investment Operations (40%)

• Support, manage, and optimize data connections and account openings across multiple bank and brokerage platforms, including but not limited to: BNY Pershing/NetX-360, NorthernTrust, Fidelity, and US Bank
• Drive efficiency improvements in alternative investment reporting using Canoe
• Manage fund administrator portal access and information/statement retrieval
• Collaborate with Investment Operations Managers to streamline processes
• Respond to time-sensitive requests from investment and operations teams with accuracy and precision

ESG Impact Reporting (20%)

• Champion the implementation of impact and ESG monitoring tools like YourStake, Sustainalytics, and MSCI, as examples
• Support the development of comprehensive ESG reporting frameworks
• Collaborate with Impact Measurement professionals to enhance monitoring capabilities

What You'll Bring
Required Experience:

• Bachelor’s degree in finance, economics, mathematics, or related field
• 5+ years in investment operations or analytics, preferably in wealth management

Proven expertise in:

• Investment performance analytics and reporting
• Global custody platforms and fund administrator systems
• Complex Excel modeling and large dataset management
• Multi-asset class performance reporting, including alternatives
• Addepar, Canoe, Microsoft Suite, CRMs, Bloomberg, FactSet, eVestment
• Preferred Qualifications
• GIPS knowledge and implementation experience
• Advanced Addepar platform expertise
• Professional certifications and/or securities licenses
• ESG/Impact investing metrics experience

Key Strengths:

• Analytical mindset with exceptional attention to detail
• Strong project management and process improvement capabilities
• Excellent communication skills with ability to translate complex data
• Self-starter mentality with proven ability to work independently
• Adaptability to new technologies and changing requirements

Why Westfuller?
Culture and Growth

• Collaborative environment focused on continuous learning
• Direct impact on firm's strategic initiatives
• Regular interaction with senior leadership
• Professional development support and mentorship

Comprehensive Benefits

• Competitive base salary with a performance-based bonus
• Full healthcare coverage (medical, dental, vision)
• 401(k) with a generous company match
• Professional certification support
• Flexible PTO and paid holidays
• Modern office environment New York City

Impact

• Opportunity to influence sustainable investing practices
• Work with mission-driven organizations and families
• Contribute to the growth of an innovative wealth management firm

How to Apply
Qualified candidates should submit their resume and a cover letter explaining their interest in Westfuller and relevant experience to People@Westfulleradvisors.com. Westfuller is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.