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NPAworldwide · 18 hours ago

Performance Manager (Invesment Data Analyst/Manager)

New York, NY

Full-time

Onsite

Senior Level

$150K/yr - $175K/yr

5+ years exp

NPAworld is a well-respected global equity investment management firm established in 2003, with offices in New York and London. They are seeking a Performance Manager who will be responsible for managing performance reporting, risk analysis, and developing analytics for investment strategies and client services.

Recruiting

Responsibilities

Create and manage performance reporting, risk analysis and reporting, attribution, characteristics, model portfolio simulation, and statistical analysis

Assist in developing and standardizing performance analytics for portfolios and GIPS composites (including assisting with the external verification examiners)

Build attribution reporting aligned with investment team strategies, including risk-based attribution and ex-ante risk analysis (simulation)

Maintain screening tools to identify the investable universe based on parameters set by the investment team

Develop analytics for marketing and client service teams (characteristics, risk exposures, performance drivers, and detractors aligned with investment outlook)

Enable broader risk analytics for investment strategies, including liquidity, country risk, and volatility reporting

Promptly respond to inquiries across all levels of the organization

Learn, manage, and optimize the firm's research and data systems, including evaluating off-the-shelf platforms and other customizable tools

Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools as needed

Qualification

Investment performance analysisData analyticsExcelFactSetGIPS standardsAIProgramming languagesInvestment strategies knowledgeIntellectual curiosityCollaborationCreativityAdaptability

Required

5-10 years of relevant experience in the investment management industry, including experience in global equities, investment performance calculation, data analytics, and reporting

Deep expertise in quantitative investment performance analysis and reporting standards (e.g., GIPS, SEC, etc.)

Advanced proficiency with Excel and FactSet (required); ability to extract, analyze, and present data in charts, graphs, and tables

A broad understanding of investment strategies, products, and asset classes, and how returns are calculated and evaluated

Proven ability to work independently and collaboratively

BS/BA in Business, Finance, or related field

Creative mindset with the ability to streamline existing workflows and design new ones

Energetic, enthusiastic personality with the ability to adapt, innovate, and be intellectually curious