Cooperidge Consulting Firm · 11 hours ago
Performance Manager (Investment Data Analyst)
New York, New York, United States
Full-time
Onsite
Mid, Senior LevelCooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY. This key role is responsible for the integrity and evolution of the firm’s performance reporting, risk analytics, and attribution frameworks, acting as a strategic bridge between the investment team and client services.
Logistics & Supply Chain
Responsibilities
Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis
Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting
Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance
Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team
Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors
Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows
Manage model portfolio simulations and detailed statistical analysis to support long-term investment outlooks
Qualification
Required
Experience in performance reporting and risk analytics within investment management
Strong knowledge of GIPS compliance and experience in developing GIPS composites
Proficiency in statistical analysis and model portfolio simulations
Experience with data systems such as FactSet and familiarity with AI-driven tools
Ability to design and manage complex attribution reporting
Strong analytical skills to develop marketing-ready analytics for client services
Excellent communication skills to act as a bridge between investment teams and client services
Company
Cooperidge Consulting Firm
Our mission is to support our clients' success by delivering top-quality personnel, delivering a high level of customer service and driving innovation in the both the commercial and government contracting space.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase