Performance Specialist
Job Location:
Job Location:
Smithfield, NC - USA
Monthly Salary:
Not Disclosed
Monthly Salary:
Posted on:
30+ days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Description:-
Client is seeking a Performance Specialist to support its Performance Measurement & Analytics team specifically aligned with the Custom SMA (Separately Managed Accounts) business.
This role is critical to maintaining continuity of client reporting performance analytics and marketing deliverables during a transition period following the retirement of a senior performance lead.
- Perform portfolio performance calculations and ensure accuracy across client reporting
- Support custom SMA reporting and analytics deliverables for internal and external stakeholders
- Manage and validate performance data ensuring consistency and integrity
- Partner with investment professionals marketing teams and technology teams
- Assist in creation and maintenance of client-ready reports and presentations
- Troubleshoot discrepancies and ensure timely resolution of performance-related issues
- Maintain documentation of methodologies processes and reporting standards
Required Qualifications
- Strong experience in investment performance measurement and analytics
- Solid understanding of performance calculations (e.g. returns attribution benchmarking)
- Experience working with SMA (Separately Managed Accounts) or similar investment products
- Proficiency in Excel (advanced functions data manipulation reporting)
- Strong data management and validation skills
- Ability to communicate effectively with both technical teams and investment professionals
- Experience with performance systems/tools (e.g. FactSet Bloomberg Eagle etc.)
- Background in asset management wealth management or financial services
- Exposure to client reporting and marketing performance materials
