Axelon Services Corporation · 1 week ago
Performance Attribution Reporting Analyst
New York, NY
Full-time
Onsite
Mid LevelAxelon Services Corporation is seeking a Performance Attribution Reporting Analyst to join their Investment Performance Team. The role involves overseeing performance calculations, reporting, and analytics to support investment decisions and strategies across the organization.
ConsultingProject ManagementRecruitingStaffing Agency
Responsibilities
Maintain and oversee daily time weighted rate of return calculations across the enterprise performance book of record
Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
Calculate, review and explain performance results
Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observationsMaintain performance measurement and analytic systems for calculation of portfolio returns and statistics
Serve as subject matter expert on fundamental performance concepts
Assist in the development, automation, and enhancement of performance reports
Build and maintain constructive working relationships with internal stakeholders
Escalate risks promptly and participate in resolution actions
Contribute to the upkeep of procedural documentation
Identify improvements to create scale, reduce risk and add value
Qualification
Required
Demonstrate proficiency in investment performance analysis concepts including measurement techniques and industry best practices for calculation and reporting methods
Have strong attention to detail and accuracy especially while employing large data sets
Be process oriented with ability to recognize opportunities for improvement and streamline tasks
Be able to multi-task, prioritize and meet deadlines in a fast-paced environment
Demonstrate skills in problem identification and resolution of complex issues
Exhibit ownership and accountability for completing all deliverables timely and accurately
Communicate effectively within the team, project groups and business partner and stakeholder communities
Build productive working relationships with colleagues and contribute to a positive culture
Be highly organized and adaptable to support change in a high-volume, fast-paced environment
Participate in cross-functional working groups and project teams
Support a productive, satisfying team environment consistent with Nuveen's culture and ethics principles
Maintain and oversee daily time weighted rate of return calculations across the enterprise performance book of record
Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
Calculate, review and explain performance results
Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observations
Maintain performance measurement and analytic systems for calculation of portfolio returns and statistics
Serve as subject matter expert on fundamental performance concepts
Assist in the development, automation, and enhancement of performance reports
Build and maintain constructive working relationships with internal stakeholders
Escalate risks promptly and participate in resolution actions
Contribute to the upkeep of procedural documentation
Identify improvements to create scale, reduce risk and add value
Preferred
University (Degree) Preferred
Company
Axelon Services Corporation
For more than 40 years, Axelon has been exceeding market expectations and delivering top talent to the Fortune 500.
Founded in 1977
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Tania Obeid
Chief Executive Officer
Cynthia Lah
Chief Operating Officer
Company data provided by crunchbase