Investment Performance Analyst | Boston-Based Asset Manager

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

An established Boston-based investment manager is expanding its Enterprise Data & Analytics team and is seeking aPerformance & Portfolio Data Associate. The role provides hands-on exposure to investment performance portfolio analytics and firmwide reporting initiatives within a collaborative high-quality investment environment.

The Role

This position supports investment sales and client service teams through portfolio analysis performance reporting and data-driven insights. The associate will work closely with experienced analytics professionals and contribute to initiatives focused on reporting accuracy attribution analysis and data quality.

What Youll Do

Analyze client and prospective portfolios and compare results against proposed investment strategies
Prepare asset allocation income and portfolio characteristic analysis to support sales and client teams
Use tools such asFactSet Bloomberg and Morningstarto classify holdings and validate performance data
Support performance reporting attribution analysis and responses to RFP/RFI and client inquiries
Assist with GIPS-related reviews and contribute to cross-team analytics and data initiatives

What Were Looking For

Educationin Finance Economics Accounting Mathematics or a related field
Experiencein investment performance portfolio analytics client reporting or a related investment role
Strong Excel skills and comfort working with financial and investment data
Experience with investment analytics platforms (FactSet Bloomberg Morningstar eVestment Eagle or similar)
Familiarity with performance attribution concepts; GIPS exposure is a plus
Detail-oriented collaborative and able to manage multiple priorities in a fast-paced environment

This role is well-suited for an early-career professional looking to build a strong foundation in investment analytics and performance within an asset management platform.