PPM America, Inc. ยท 3 days ago
Performance & Attribution Associate
Chicago, IL
Full-time
Onsite
Mid Level
3+ years expPPM America, Inc. is a US-based institutional asset manager established in Chicago, focusing on supporting institutional clients in achieving long-term value goals. The Performance & Attribution Associate will compile, verify, and report performance attribution results for portfolios, while engaging with various internal and external stakeholders to provide analysis and reporting support.
Financial Services
Responsibilities
Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm
Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary
Provide reconciliation and analysis support for a performance attribution project
In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries
Deliver portfolio data extracts to internal and external clients as requested
Maintain performance attribution reporting and analysis software. Utilize various systems and applications and provide recommendations on enhancements and process improvements. Interface with IT and Development staff when and as applicable
Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity
Performs other duties and/or projects as assigned
Qualification
Required
Bachelor's Degree, preferably in Finance, Economics, or business related discipline required
3+ years of relevant work experience within the financial services sector required
Proven ability to work effectively with a team in a fast-paced environment
Broad knowledge of investment products and accounting
Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts
Excellent computer skills with high proficiency in Microsoft Office products
Ability to prioritize and independently manage multiple assignments and clientele simultaneously
Experience preparing reports, analysis, and presentations for management and clients
Highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities
Unquestionable professional integrity
Preferred
Advanced degree or progress toward preferred
Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct is highly preferred
Industry designations such as CFA, CIPM, CPA upon hire preferred
Benefits
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Company
PPM America, Inc.
PPM America, Inc. (PPM) is a client-focused investment manager.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Craig Smith
President and CEO
Recent News
2025-11-23
Business Wire
2025-10-29
MarketScreener
2025-10-09
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