Performance Manager (Investment Data Analyst/Manager) – this role is an On-Site role:
New York, NY
Compensation: up to $175k base plus bonus (40-80% of base salary)
Our client is a well-respected $20-plus billion global equity investment management firm with offices in New York and London, established in 2003. The NYC team seeks a skilled data and performance analyst/manager with extensive experience working with global equities and long-term investment strategies. This key role reports directly to the COO.
This is an exciting opportunity to join a preferred employer known for low staff turnover due to high professionalism, competitive salaries, comprehensive benefits (including employer-paid medical insurance), and genuine work-life balance. This is a fully in-office role (5 days per week) with excellent perks, including a gym, a personal trainer on staff, prepared lunches, and more.
Key Responsibilities of the Performance Manager
- Create and manage performance reporting, risk analysis and reporting, attribution, characteristics, model portfolio simulation, and statistical analysis.
- Assist in developing and standardizing performance analytics for portfolios and GIPS composites (including assisting with the external verification examiners).
- Build attribution reporting aligned with investment team strategies, including risk-based attribution and ex-ante risk analysis (simulation).
- Maintain screening tools to identify the investable universe based on parameters set by the investment team.
- Develop analytics for marketing and client service teams (characteristics, risk exposures, performance drivers, and detractors aligned with investment outlook).
- Enable broader risk analytics for investment strategies, including liquidity, country risk, and volatility reporting
- Promptly respond to inquiries across all levels of the organization
- Learn, manage, and optimize the firm’s research and data systems, including evaluating off-the-shelf platforms and other customizable tools.
- Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools as needed.
Qualifications of the Performance Manager
- 5-10 years of relevant experience in the investment management industry, including experience in global equities, investment performance calculation, data analytics, and reporting.
- Deep expertise in quantitative investment performance analysis and reporting standards (e.g., GIPS, SEC, etc.).
- Advanced proficiency with Excel and FactSet (required); ability to extract, analyze, and present data in charts, graphs, and tables.
- Experience with broader data platforms, utilizing AI and programming languages, is a plus.
- A broad understanding of investment strategies, products, and asset classes, and how returns are calculated and evaluated.
- Proven ability to work independently and collaboratively.
- BS/BA in Business, Finance, or related field.
- Computer science or technical background preferred.
- Creative mindset with the ability to streamline existing workflows and design new ones.
- Energetic, enthusiastic personality with the ability to adapt, innovate, and be intellectually curious.
Why is This a Great Opportunity
What the Position Offers
- Engaging analytical work with a high degree of autonomy and measurable impact.
- A warm, collaborative culture in a stable and long-tenured environment.
- Competitive salary and annual performance bonus.
- Comprehensive benefits including employer-paid medical coverage, 401(k) with match, generous PTO, in-office gym, prepared lunches, and more.