Investment Performance Analyst 

Job Summary

As an Investment Performance Analyst, your primary role is to aggregate, input, calculate, and analyze financial information by producing detailed reports to measure performance and risk metrics of individual client investment programs. Additional responsibilities may include project work in asset allocation modeling and investment manager search preparation. The Analyst must work efficiently and accurately to verify data integrity to produce client reports which ensure the consulting teams have the tools they need to provide valuable guidance for client investment programs.

Responsibilities and Duties

  • Production of recurring quarterly client performance reports.
  • Bank, brokerage, and capital account statement reconciliations.
  • Seek to increase efficiency within client teams by identifying ways to improve processes.

Skills to Succeed:

  • Knowledge/experience with Orion Performance System and Investment Metrics reporting software is a plus but not required.
  • Strong mathematical and accounting skills.
  • Extreme attention to detail.
  • Ability to manage production schedule within a team environment.


Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.

Please contact us through our contact page or send your resume and cover letter to [email protected] for consideration.