Brookfield · 1 day ago
Public Securities Group, Performance and Attribution Analyst
Chicago, IL
Full-time
Onsite
Senior Level
$110K/yr - $120K/yr
5+ years expBrookfield is a leading asset management firm specializing in real assets. The Performance and Attribution Analyst plays a key role in supporting the firm’s investment and sales strategies through performance controls, data validation, effective reporting, and insightful analysis.
Asset ManagementFinancial ServicesInfrastructureRenewable Energy
Hiring Manager
Megan Weed
Responsibilities
Performance Measurement: Review portfolio and benchmark returns across various asset classes (equities, fixed income, alternatives) for accuracy, and understanding data inputs and calculation methodologies (e.g. TWR, Modified Dietz) and reconciling to ensure consistency
The role encompasses both routinely scheduled responsibilities and ad-hoc requirements
Maintain firm composites according to GIPS Policies and Procedures
Attribution Analysis: Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions
Reporting: Prepare comprehensive performance and attribution reports for internal stakeholders (portfolio managers, risk teams, senior management) and external clients, ensuring consistency, clarity, and strategy relevance
Client Support: Collaborate with client service team to address inquiries on performance and attribution data, methodologies, and reporting formats
Maintain performance measurement systems: Participate in system updates and data integrations in coordination with the technology team, conduct user acceptance testing, and document processes
Software Expertise: Develop a deep understanding and mastery of various tools, including FactSet Attribution, Advent Geneva Portfolio Accounting, and IVP (Indus Valley Partners) Data Warehouse and Portfolio Master
Development: Stay up on industry trends, regulatory requirements, and advancements in performance and attribution analytics
Qualification
Required
5+ years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting
A bachelor's degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field
Team Player and Independent Worker: Ability to actively collaborate within teams while independently managing functions and responding to shifting priorities
Strong verbal and written communication skills to engage with individuals across all organizational levels effectively
Bring fresh ideas and creative solutions to discussions, contributing to continuous improvement of processes
Capable of independently managing projects, navigating ambiguity, and delivering results within time constraints
Exceptional focus on accuracy, demonstrating a high priority for detail in all aspects of work
Command of Excel and FactSet knowledge are required
Experience with relational databases (SQL) for data extraction, analysis, and automation
Preferred
A CFA designation is distinguishable
Experience with public securities strategies and familiarity with alternative strategies is beneficial
Knowledge of Advent Geneva and eVestment are distinguishable
Company
Brookfield
We are a leading global investment firm that invests on behalf of institutions and individuals around the world, with the goal of helping them to create long-term, sustainable wealth.
1001-5000 employees
H1B Sponsorship
Brookfield has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (12)
2023 (13)
2022 (2)
2021 (2)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-11-13Post Ipo Debt· $1B
2025-09-04Post Ipo Debt· $750M
2025-04-22Post Ipo Debt· $750M
Leadership Team
Brian Kingston
Chief Executive Officer
James Flatt
Chief Executive Officer
Recent News
2026-01-07
2026-01-03
Company data provided by crunchbase