Associate Director, Core Performance – Fixed Income Analytics

FactSet

. Lead, coach and develop a distributed team of performance and fixed income analytics specialists across the United States and Brazil .

Posted 11/6/2026full-timeUnited StatesSenior💰 $156,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in performance measurement and attribution methodologies, particularly in fixed income and portfolio analytics, while effectively managing distributed teams and client relationships. Proficient in utilizing FactSet Core Analytics and leading transformation initiatives to optimize service delivery and operational efficiency.

Highest-signal resume keywords

Performance MeasurementAttribution MethodologiesFactSet Core AnalyticsClient Relationship ManagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance MeasurementAttribution MethodologiesFixed Income AnalyticsPythonSQLData ScienceFinancial Instruments KnowledgePortfolio AnalyticsManaged Services DeliveryTransformation Strategy

Soft Skills

Client ServiceProblem ResolutionCommunicationRelationship ManagementInterpersonal Skills

Tools & Technologies

FactSet Management ToolsPerformance and Attribution PlatformsReporting ToolsAnalytical Techniques

Certifications & Qualifications

CFACIPMFRM

Industry Keywords

Fixed Income InstrumentsEquitiesBondsOptionsFuturesSwapsStructured ProductsManaged ServicesCross-TrainingSuccession Planning

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Lead, coach and develop a distributed team of performance and fixed income analytics specialists across the United States and Brazil
Plan and prioritize workload, conduct performance reviews, support career development and manage administrative and logistical needs
Drive recruitment, onboarding and training; build cross-training and succession across locations
Foster collaboration and accountability across time zones and serve as the senior escalation point
Partner with Managed Services leadership on capacity planning, staffing, team KPIs and business-objective alignment
Own the quality and timeliness of managed services delivery, including recurring production, performance measurement and attribution, reporting and client-specific workflows
Maintain senior client relationships, run service reviews, manage escalations and ensure service levels and expectations are met
Act as subject matter expert on FactSet Core Analytics and performance and fixed income methodologies
Support implementations, solution optimization and consultancy engagements
Collaborate with Sales, Product Specialists and Consulting on renewals, scope changes and new opportunities
Lead projects to standardize, automate and scale production and client-service processes
Define and track team KPIs using FactSet management and reporting tools
Partner with Product and Engineering to channel client feedback and prioritize product and tooling enhancements
Contribute to the Managed Services transformation strategy, planning and operating model
Monitor industry best practices, regulatory developments and market trends in performance, attribution and fixed income analytics

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, or a related discipline required or equivalent experience
11-13+ years of relevant experience in performance measurement, attribution, fixed income or portfolio analytics
At least 3 years of experience delivering results in a managerial role
Experience managing client-facing delivery or managed services teams, ideally distributed across locations and time zones
Deep knowledge of performance measurement and attribution methodologies, including equity, multi-asset and fixed income attribution
Knowledge of fixed income instruments and analytics
Strong technical skills and deep FactSet Core Analytics product knowledge
Knowledge of financial instruments and pricing, including equities, bonds, options, futures, swaps and structured products
Strong client service, problem-resolution, communication, relationship management and interpersonal skills
Detailed knowledge of internal management and reporting tools
Experience leading transformation through strategy, planning, management and analytical techniques
CFA, CIPM or FRM designation or participation in one of these programs would be beneficial
Portuguese language skills would be beneficial
Experience with other performance and attribution platforms or outsourced/managed middle-office operating models would be beneficial
Python, SQL or data science skills would be beneficial
For U.S. locations, must be legally authorized to work in the United States without employer sponsorship, now or at any time in the future

Benefits

Comp & perks

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays, family leave, and company-wide wellness days
Flexible work accommodations
Volunteerism and sustainability community
Career progression planning with dedicated time each month for learning and development
Business Resource Groups open to all employees