Overview
The Investment Performance Analyst will focus on enhancing reporting and analysis within portfolio measurement by managing vendor relationships and ensuring quality control of performance data. This role involves collaborating with internal teams to facilitate training and knowledge transfer, while also working closely with senior leadership to provide project updates. The contractor will be expected to support the integration of third-party tools and improve the efficiency of our analytical processes.
Responsibilities
- Assist with the migration of reporting and analysis for portfolio measurement providers.
- Manage vendor relationships regarding SLAs, timelines, and deliverables.
- Prioritize requests and issues to ensure timely resolution.
- Collect, validate, and organize performance data from multiple sources for accuracy and completeness.
- Implement quality control processes for data integrity.
- Document outsourced processes for knowledge sharing.
- Facilitate knowledge transfer and training for internal teams.
- Support the integration of third-party analytical tools.
Requirements
- Experience in performance measurement and attribution, equities, and fixed income.
- Proficiency in Python and SQL for data analysis.
- Ability to communicate effectively with senior leadership.
- Strong skills in vendor management and project prioritization.
- Experience in implementing quality control processes.