Investment Performance Manager (Investment Fund) jobs in United States
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Right Executive Search, LLC ยท 8 hours ago

Investment Performance Manager (Investment Fund)

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level
money$160K/yr - $175K/yr
date5+ years exp

Right Executive Search, LLC is representing a well-respected global equity investment management firm with over $20 billion in assets. They are seeking an Investment Performance Manager to create and manage performance reporting, risk analysis, and support the investment team with data analytics.

Human ResourcesRecruitingStaffing Agency
Hiring Manager
Elisa Sheftic, MBA
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Responsibilities

Create and manage performance reporting, risk analysis, attribution, characteristics, model portfolio simulations, and statistical analysis
Assist in developing and standardizing performance analytics for portfolios and GIPS composites, including support for external verification exams
Build attribution reporting aligned with investment team strategies, including risk-based attribution and ex-ante risk analysis
Maintain and enhance screening tools to define the investable universe based on investment team parameters
Develop analytics for marketing and client service teams, including characteristics, risk exposures, performance drivers, and detractors
Support broader risk analytics across investment strategies, including liquidity, country risk, and volatility reporting
Respond promptly to analytical and data-related inquiries across all levels of the organization
Learn, manage, and optimize research and data systems, including evaluating third-party platforms and customizable tools
Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools

Qualification

Investment management experienceQuantitative performance analysisExcel proficiencyFactSet proficiencyData analyticsInvestment strategies understandingProcess-oriented mindsetIntellectual curiosityCollaboration skillsAdaptability

Required

Investment management and/or hedge fund industry experience is required
5-8 years of relevant experience in the investment management industry, including global equities, performance calculation, data analytics, and reporting
Deep expertise in quantitative performance analysis and reporting standards (e.g., GIPS, SEC requirements)
Advanced proficiency with Excel and FactSet (required), including data extraction, analysis, and presentation
Strong understanding of investment strategies, asset classes, and return evaluation methodologies
Proven ability to work independently while collaborating effectively with cross-functional teams
Bachelor's degree in Business, Finance, or a related field
Creative, process-oriented mindset with the ability to improve and redesign workflows
Energetic, adaptable, and intellectually curious professional

Preferred

Experience with broader data platforms, AI tools, or programming languages is a plus
Computer science or technical background preferred

Benefits

Employer-paid medical insurance
401(k) with match
Generous PTO
In-office gym
Prepared lunches

Company

Right Executive Search, LLC

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*๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž ๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐‘๐ž๐œ๐ซ๐ฎ๐ข๐ญ๐ข๐ง๐  ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ๐ข๐ฌ๐ญ๐ฌ* RES is a woman-owned, boutique executive search firm.
dateFounded in 2011
location
Mahwah, New Jersey, USA
people-size11-50 employees
web-link
http://rightexecutivesearch.com/

Funding

Current Stage
Early Stage

Leadership Team

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Angela Reeves
Partner
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Elisa Sheftic, MBA
President and Managing Partner
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Company data provided by crunchbase