Performance Analyst

Overview

Performance analyst will be responsible for calculating and reviewing Composite level performance as well as researching any outliers.  Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other internal partners and supporting ongoing GIPS verification.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.  

Location(s): Milwaukee, WI

Responsibilities

• Review all monthly account performance calculations for completion and accuracy
• Reconcile performance between multiple platforms
• Collaborate effectively with other teams on special strategic initiatives
• Proactively identify areas to increase efficiency
• Enhance the controls of the audit review process

Qualifications

Required Qualifications

• Bachelor’s degree in accounting, finance or related field
• 2+ Years of performance analysis for investment performance
• Excellent analytical and problem-solving skills
• Strong proficiency in Microsoft Apps
• Good verbal, written, and interpersonal communication skills.
• Effective organizational, multi-tasking, and prioritizing skills.
• Ability to work in a fast-paced deadline driven environment.
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications

• Experience with Global Investment Performance Standards (GIPS®)
• Experience with Archer/Confluence StatPro or Advent/APX preferred
• Experience with market systems such as: FactSet, Bloomberg, Morningstar
• Experience with automated financial systems such as: Confluence StatPro, Archer, Confluence Unity, Advent APX
• Experience with Power Apps is a plus
• Experience with Microsoft Copilot or other AI tools is a plus
• CIPM Preferred

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $70,000 - $80,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

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Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status