Performance Analyst

Company: Fanning Personnel
Location: Boston
Posted on: November 13, 2024

Job Description:

Performance

• Ensure that firm performance output is met in a timely and accurate fashion.
• Confirm compliance with any regulatory requirements related to performance and/or client reporting.
• Adhere to GIPS Compliance standards, coordinating all efforts surrounding GIPS Compliance for the firm. Work with external consultants as needed.
• Find opportunities in the performance process to improve, seeking automation whenever possible.
• Maintain and coordinate composite structure and definitions, collaborating with the firm to ensure compliance with required firm composite structure.
• Provide after-tax performance calculations when required.
• Play an active role in all systems upgrades, conversions or related events, providing methodical testing throughout.
• Develop, maintain and document procedures.
• Coordinate quarterly performance reports with the firm and their print mail vendor.
• Coordinate electronic delivery of performance reports, working closely with the client service team as needed.Other
  • Identify any operational improvement, innovation or automation opportunities inside and outside the department.
  • Represent the firm for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.
  • Assist with oversight of the firm relationship, specifically with Performance responsibilities.Qualifications
    • 3-5 years of performance measurement experience, data management, information systems or investment operations.
    • 5-7 years of relevant financial services/asset management operations experience.
    • Experience with GIPS Compliance standards.
    • Demonstrated analytical skills.
    • Excellent time management and organizational skills.
    • Strong written and verbal communication skills.
    • Ability to stay organized, highly productive, and deliver/complete multiple tasks within tight time frames.
    • Strong technology skills (advanced Excel skills required).
    • Strong interpersonal skills including team building and relationship management (within all levels of the business, both internally and externally).
    • Undergraduate degree in Finance, MIS, Accounting or related field.
    • Prior experience with Separately Managed Accounts/UMAs.
    • Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.
    • Experience with Factset and/or Bloomberg.Required Years of Experience3Additional InfoFor more information contact: Lynn Tyburski (617)728-4100 - lynn@fanning-boston.com
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Keywords: Fanning Personnel, Barnstable Town , Performance Analyst, Professions , Boston, Massachusetts