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Performance Analyst
| Company | Ethic |
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| Location | New York, NY, USA |
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| Salary | $110000 – $140000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree in Finance, Economics, or a related field.
- 2-6 years of experience in performance/investment analysis or a similar role.
- Strong analytical and quantitative skills, including proficiency in Excel and statistical software.
- Excellent communication and interpersonal skills with strong interpersonal interaction capabilities.
- A passion for data-driven decision-making and a commitment to accuracy.
- Sharp control/risk mitigation mentality.
Responsibilities
- Develop and implement performance attribution models to measure the impact of different factors/allocations on portfolio returns, both direct index equity portfolios and multi-asset model portfolios.
- Investigate data integrity issues and take ownership of the performance reporting deliverables.
- Become a source of performance, attribution and system knowledge, providing guidance and expertise to business partners.
- Analyze portfolio performance data to identify areas for improvement and provide recommendations to the Investment Strategy team.
- Conduct in-depth research on investment strategies and asset classes.
- Prepare comprehensive performance reports for internal and external stakeholders, including visualizations using tools.
- Be a lead on managing Global Investment Performance Standards (GIPS®) composite maintenance, verification, and audits for Ethic.
- Take ownership of broader investment related reporting projects such as developing after-tax reporting metrics.
- Be a self-starter seeking depth of knowledge into data quality, flows, and relevant systems and tools.
- Collaborate with other team members to identify and address performance risks.
- Feel comfortable interacting independently on projects and owning internal relationships.
- Work in a dynamic team environment with diverse approaches and thinking styles.
Preferred Qualifications
- Experience in a GIPS-compliant environment.
- Familiarity with reporting tools such as Orion or Advent and any SQL or other coding experience.
- Experience with performance attribution tools and data science techniques is a plus.
- Not required but nice to have experience preparing client/board facing presentations.
