Conning · 22 hours ago
Analyst/Senior Analyst, Investment Performance
Hartford, CT
Full-time
Onsite
Entry, Mid, Senior LevelConning is a leading global investment management firm with a long history of serving the insurance industry. In this role, the Analyst will prepare, analyze, and deliver portfolio risk and performance reports while supporting users of these reports across investment management, marketing groups, and clients.
Financial ServicesInsurance
Responsibilities
Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests
Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management
Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency
Identify, research, and resolve investment performance and performance attribution data anomalies, system issues
Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires
Ensure Global Investment Performance Standards (GIPS®) policies and procedures are followed. Assist with the annual GIPS verification
Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements
Qualification
Required
Bachelor's degree, or equivalent, in accounting, finance, economics or business
Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities
Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel)
Solid interpersonal, partnership and relationship building skills
Must be precise, thorough and detail oriented
Ability to work in a fast-paced environment
Preferred
Prior investment performance, analytics and/or GIPS experience
Candidates who are actively pursuing or have CIPM, CFA, MBA etc
Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest
Company
Conning
Conning is a global provider of asset management, risk management, capital management and industry research services.
Founded in 1912
201-500 employees
H1B Sponsorship
Conning 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 (2)
2024 (2)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown2023-07-06Acquired
1997-12-16IPO
Leadership Team
Woody E. Bradford
Chief Executive Officer and Chair of the Board
Recent News
2025-12-02
2025-11-05
Company data provided by crunchbase