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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment performance measurement and reporting, with strong analytical skills and advanced proficiency in Microsoft Excel. Capable of developing and enhancing performance workflows, ensuring data integrity, and collaborating effectively with cross-functional teams.
Highest-signal resume keywords
Investment Operations ExperienceInvestment Performance MeasurementCertificate In Investment Performance Measurement (CIPM)Advanced Proficiency In Microsoft ExcelGIPS Standards Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Performance ReportingData AnalysisPerformance MeasurementPerformance Data ValidationProcess DocumentationAutomation ImplementationData Quality AssurancePerformance GovernanceRoot Cause AnalysisPerformance Workflow Development
Soft Skills
Analytical SkillsWritten CommunicationVerbal CommunicationOrganizational SkillsFollow-Through
Tools & Technologies
SQLVBASnowflakeInvestment Performance PlatformsData Analysis Tools
Certifications & Qualifications
Certificate In Investment Performance Measurement (CIPM)
Industry Keywords
Investment StrategiesCompositesBenchmarksPerformance DataOperational Controls
Tech Stack
Tools & technologiesSnowflakeSQLVBA
About the role
Key responsibilities & impact- Serve as primary performance owner for one investment platform and designated backup for the other
- Oversee performance data, reporting processes, operational controls, and service expectations
- Monitor and validate performance across accounts, sleeves, households, investment strategies, composites, and benchmarks
- Investigate discrepancies, identify root causes, coordinate resolutions, and strengthen data-integrity controls
- Support production, validation, and delivery of investment performance reporting, including composite returns, benchmark performance, and client reporting
- Apply established methodologies and support performance requirements for new investment products and strategies
- Develop, document, and enhance performance workflows, procedures, and controls across both platforms
- Improve efficiency, reduce manual processes, introduce automation, and establish scalable solutions
- Collaborate with Investment Management, Product, Operations, Technology, and other business partners
- Resolve complex performance questions, support product launches, and implement enhancements to performance capabilities and reporting
- Contribute to initiatives modernizing performance data, systems, and reporting capabilities
- Support performance governance, policy development, and oversight activities
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree required
- At least five years of investment operations experience, including a minimum of three years in investment performance measurement or reporting
- Certificate in Investment Performance Measurement (CIPM) or progress toward the designation
- Strong analytical skills and advanced proficiency with Microsoft Excel
- Ability to work with detailed data, investigate discrepancies, and explain findings
- Excellent written and verbal communication skills
- Strong organization and follow-through; ability to manage recurring production deadlines and competing requests
- Ability to document processes, controls, decisions, and analysis clearly
- Working knowledge of GIPS standards or investment performance calculation and presentation practices preferred
- Exposure to SQL, VBA, Snowflake, or other data analysis, automation, or data platform tools preferred
- Experience with investment performance measurement or reporting platforms and related data tools preferred
- Experience analyzing or supporting third-party performance, attribution, accounting, or client reporting systems using transaction-level information preferred
- Experience gathering and documenting business, user, and data requirements; testing system changes; or supporting data quality and reconciliation processes preferred
- Candidates must be legally authorized to work in the US; visa sponsorship unavailable
Benefits
Comp & perks- Additional variable incentive compensation
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule