Performance Attribution Analyst
Insight Global
Job Description
Insight Global is seeking a Performance Attribution Analyst to join the team with one of our Asset Management firm clients. This person is expected to work hybrid in their NYC or Chicago office, but they can make the exception for remote for the right person. The Investment Performance Analytics Analyst will calculate, validate, and interpret composite results needed by portfolio management, marketing, client services, legal/compliance, and additional areas within the enterprise. Working independently under general supervision, this job handles composite questions and projects related to calculation and statistical analysis. The Investment Performance Team in the company's Global Investment Operations organization prepares performance calculations, reporting, GIPS compliant presentations, performance attribution, portfolio analytics, and other related deliverables for their investment book of record. The reporting and analysis produced by the team is used by portfolio management, marketing, client service, compliance and other areas across the enterprise to inform investment decisions and strategy, support client retention efforts and promote new business growth. Within the Investment Performance team, the Performance Calculations and Reporting team owns the performance book of record such as portfolio measurement, reporting and benchmark calculations. The team broadly supports internal stakeholders and external client base with subject matter expertise and accurate portfolio performance measurement capabilities.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
-2+ years of experience in performance calculation, reporting and/or analysis functions
-Advanced Microsoft Excel skills
-Experience working at an Asset Management firm -Experience using Eagle PACE and/or FactSet performance calculation and reporting capabilities
-Experience utilizing SQL, R, or Python preferred
-CIPM
-CFA
-Bachelors Degree
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