NPAworldwide ยท 13 hours ago
Investment Performance Manager (Investment Data Analyst/Manager)
New York, NY
Full-time
Onsite
Senior Level
$150K/yr - $175K/yr
5+ years expNPAworld is a well-respected global equity investment management firm with a strong reputation for professionalism and work-life balance. They are seeking a skilled Investment Performance Manager to oversee performance reporting, risk analysis, and the development of performance analytics for portfolios and GIPS composites.
Recruiting
Responsibilities
Create and manage performance reporting, risk analysis and reporting, attribution, characteristics, model portfolio simulation, and statistical analysis
Assist in developing and standardizing performance analytics for portfolios and GIPS composites (including assisting with the external verification examiners)
Build attribution reporting aligned with investment team strategies, including risk-based attribution and ex-ante risk analysis (simulation)
Maintain screening tools to identify the investable universe based on parameters set by the investment team
Develop analytics for marketing and client service teams (characteristics, risk exposures, performance drivers, and detractors aligned with investment outlook)
Enable broader risk analytics for investment strategies, including liquidity, country risk, and volatility reporting
Promptly respond to inquiries across all levels of the organization
Learn, manage, and optimize the firms research and data systems, including evaluating off-the-shelf platforms and other customizable tools
Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools as needed
Qualification
Required
5-10 years of relevant experience in the investment management industry, including experience in global equities, investment performance calculation, data analytics, and reporting
Deep expertise in quantitative investment performance analysis and reporting standards (e.g., GIPS, SEC, etc.)
Advanced proficiency with Excel and FactSet (required); ability to extract, analyze, and present data in charts, graphs, and tables
A broad understanding of investment strategies, products, and asset classes, and how returns are calculated and evaluated
Proven ability to work independently and collaboratively
BS/BA in Business, Finance, or related field
Preferred
Experience with broader data platforms, utilizing AI and programming languages, is a plus
Computer science or technical background preferred
Creative mindset with the ability to streamline existing workflows and design new ones
Energetic, enthusiastic personality with the ability to adapt, innovate, and be intellectually curious
Benefits
Employer-paid medical insurance
401(k) with match
Generous PTO
In-office gym
Prepared lunches
Company
NPAworldwide
NPAworldwide is a global recruiting network that facilitates placements that result in split fees.
2-10 employees
Funding
Current Stage
Early StageRecent News
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