InvestM Technology LLC · 22 hours ago
Business Analyst (Performance & Attribution)
San Francisco, CA
Contract
Hybrid
Senior Level
7+ years expInvestM Technology LLC is seeking a Senior Business Analyst with extensive experience in the Investment Management industry. The role involves implementing performance and attribution systems, gathering reporting requirements, and providing support for ongoing issues in the Performance and Attribution Domain.
Application Performance ManagementCloud ComputingConsultingCyber SecurityData ManagementDevOpsIT InfrastructureSoftwareStaffing AgencyTraining
Responsibilities
Work as a Business Analyst responsible for gathering performance measurement and attribution reporting requirements
Perform Requirements Gathering, Data Analysis, Testing co-ordination, Current State assessment, and Target State Definition
Provide support to BAU issues in the Performance and Attribution Domain
Act as a project manager for small projects that do not have a dedicated project manager
Qualification
Required
7+ years of experience as a Business Analyst in an Investment Management or Investment Services organization or Hedge Fund working on Performance and Attribution projects
3+ years of hands-on experience in SQL
Good understanding of Investment Performance methodologies (i.e. TWRR, IRR, Attribution etc)
Exposure to Private Equity/ Private Assets from a performance measurement standpoint
Good understanding of GIPS and blended benchmarks
Preferred
Detailed knowledge of Eagle Performance and hands on implementation/configuration experience of Eagle PACE
Good understanding of Data Management from an Eagle performance perspective (i.e. PACE tables)
MBA degree or CFA qualification
CFA CIPM(Certificate in Investment Performance Measurement) certification
Experience in one or more technology vendor packages used in the Investment Management industry – Eagle STAR/PACE, CRD, Bloomberg AIM, Blackrock Aladdin, SimCorp, Portia
Company
InvestM Technology LLC
InvestM is a diversified workforce solutions firm that provides project-based staffing, contingent staffing, and direct placement services to Fortune 5000 companies and US Government Agencies.
11-50 employees
H1B Sponsorship
InvestM Technology LLC 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 (3)
Funding
Current Stage
Early StageCompany data provided by crunchbase