Cooperidge Consulting Firm ยท 15 hours ago
Performance Manager (Investment Data Analyst)
New York, NY
Full-time
Onsite
Senior Level
$150K/yr - $175K/yr
5+ years expCooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY. This key role is responsible for the integrity and evolution of the firm's performance reporting, risk analytics, and attribution frameworks, acting as a strategic bridge between the investment team and client services.
Logistics & Supply Chain
Responsibilities
Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis
Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting
Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance
Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team
Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors
Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows
Manage model portfolio simulations and detailed statistical analysis to support long-term investment outlooks
Qualification
Required
Bachelor's degree in Finance, Business, or Computer Science is required
Minimum of five (5) to ten (10) years of relevant experience in Investment Management
Extensive experience with Global Equities and long-term investment strategies
Deep expertise in GIPS and SEC reporting standards
FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables
Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled
Process Design: Proven ability to use programming or AI tools to automate legacy workflows
Preferred
Technical or programming background (Python/SQL) is highly preferred
CIPM or CFA designation is a significant advantage
Benefits
Comprehensive health, vision, and dental insurance plans
Life insurance coverage
401(k) retirement plan with company matching contributions
Paid time off including vacation, sick leave, and holidays
Opportunities for career growth and advancement
Company
Cooperidge Consulting Firm
Our mission is to support our clients' success by delivering top-quality personnel, delivering a high level of customer service and driving innovation in the both the commercial and government contracting space.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase