Summary:

The Performance Analyst role exists within the Performance Analytics team. The Performance Analytics Team, which is comprised of approximately 4 individuals, provides centralized and coordinated reporting and analysis support for PPM’s many business units and clientele.  The Performance Analytics Team leverages the organization through operating depth, developed skills, use of technology, process optimization and clear operating accountabilities.

Role Specifics:

In the Performance and Attribution Analyst role, the candidate will compile, verify and report performance attribution results for a group of portfolios.  Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, the candidate will write performance commentaries and prepare portfolio summary reports for both internal and external clients.  The role will involve data and information fulfillment activities for the assigned portfolios as well as updates of non-performance materials such as marketing presentations.  Process and workflow review activities will be required, as will a coordination of information flow and dissemination between multiple business units.  This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing as well as external clientele and market participants.

Responsibilities:

• Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.

• Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.

• In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.

• Deliver portfolio data extracts to internal and external clients as requested.

• Maintain performance attribution reporting and analysis software.  Utilize various systems and applications and provide recommendations on enhancements and process improvements.  Interface with IT and Development staff when and as applicable.

• Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.

• Participate in various ad-hoc projects.

Qualifications:

• Proven ability to work effectively with a team in a fast-paced environment

• Broad knowledge of investment products and accounting

• General understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts

• Excellent computer skills with high proficiency in Microsoft Office products

• Ability to prioritize and independently manage multiple assignments and clientele simultaneously

• Experience preparing reports, analysis, and presentations for management and clients

• Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct are a plus

• The role requires a highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities

Education:

• BA/BS degree in finance or accounting related discipline with candidacy or aspiration for continued education, including designations such as CFA, CIPM, and/or CPA, are a plus.

• Two to five years of relevant work experienced within the financial services sector.