Harris | Oakmark · 3 hours ago
Performance Analyst
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$80K/yr - $95K/yr
2+ years expHarris is a company that values diversity and intellectual curiosity, and they are seeking a Performance Analyst to join their Performance Analytics team. The role involves calculating, analyzing, and reporting performance returns and risk statistics for client portfolios while ensuring accuracy and consistency in reporting analytics.
Financial ServicesProfessional Services
Responsibilities
Calculate, analyze, and report portfolio, security, and benchmark performance
Prepare and explain attribution analysis
Prepare and organize risk and return data for client reports and prospective client presentations
Ensure proper Global Investment Performance Standards (GIPS) procedures are followed; work with senior members of the team to complete the annual verification as required
Respond to ad hoc requests from Portfolio Managers, the Distribution department and other key stakeholders
Participate in webinar analysis preparation and project work as directed, working with other teams at the firm as required
Proactively identify issues, problems, or opportunities for process improvements; propose and help implement solutions
Conduct checks of other team members’ work to ensure it is error-free
Ensure strong operational controls are applied and implemented
Qualification
Required
Strong analytical, logical, and problem-solving abilities
Strong communication skills, both verbal and written
Understanding of the conventions of performance analysis and risk measurement
Strong data management skills, with an emphasis on Excel
Demonstrated ability to work independently on a set list of tasks, and demonstrate strong time management skills
Ability to produce accurate work in a timely fashion
Bachelor's degree plus 2-4 years of work experience as a performance analyst, or other role that provided experience with the formulas, calculations, and mathematics of performance and risk measurement
Preferred
Accounting and/or Finance background and experience
Experience with any of the following applications: Eagle, FactSet, CAPS, Bloomberg or other performance management or analytics system
Work experience that has provided the candidate with exposure to other middle office functions including investment accounting, security set up, pricing, and client reporting
Working knowledge of using SQL queries
Working knowledge of macros and VBA
Understanding of Global Investment Performance Standards
Benefits
Medical
Prescription drug
Dental and vision insurance
Paid time off
Profit sharing plan
401k plan
Tuition reimbursement
Commuter and holistic wellness benefits
Volunteer programs
Company
Harris | Oakmark
Discipline is the Harris Associates way.
51-200 employees
H1B Sponsorship
Harris | Oakmark 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 (1)
2024 (3)
2023 (3)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Alex Fitch
Partner, Director of Research & Investment Analyst
Colin McFarland
Chief Compliance Officer
Recent News
2025-06-11
Seeking Alpha
2025-01-15
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