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Newton, Performance Analyst

Company: Bank of New York Mellon
Location: Boston
Posted on: September 19, 2023

Job Description:


Performance Analyst

Newton is a global investment management firm owned by BNY Mellon, with offices in London, New York, Boston and San Francisco and has expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies and identify areas of long-term risk and opportunity. Our belief is that responsible investment is better investment for clients, and we consider ESG (environmental, social and governance) issues in relation to every company in which we invest. Our purpose is to improve people's lives through active, thematic and engaged investment which strives to deliver attractive outcomes to our clients and helps foster a healthy and vibrant world for all.

We're seeking a future team member for the role of Performance Analyst to join our Investment Performance Management team. This role is located in Boston, MA - HYBRID.

In this role, you'll make an impact in the following ways:

  • Support the production of accurate and timely periodic performance reports
  • Deliver monthly/quarterly analysis and reporting of investment results to marketing, investors, and client facing teams
  • Understand Newton's investment process and how this relates to investment performance
  • Analyze performance and attribution data to help investors better understand how portfolio construction has led to the investment return
  • Responsible for responding to internal and external ad-hoc questions
  • Maintaining internal controls and thorough documentation of policies and procedures
  • Find opportunities in the performance process to improve, seeking automation whenever possible
  • Contribute to the debate across the performance team to stimulate development and better understanding of performance, attribution, and analytical concepts

    To be successful in this role, we're seeking the following:
    • Bachelor's degree or the equivalent combination of education and experience is required.
    • 4 - 6 years of investment performance and/or investment accounting experience
    • Sound understanding of equities; fixed income and derivatives a plus.
    • Ability to prioritize tasks and meet strict reporting deadlines
    • Strong analytical, problem-solving, and communication skills
    • Demonstrated ability to identify opportunities to improve workflow and/or be resource to other analysts and teams
    • Demonstrated ability to provide insightful investment analysis
    • Demonstrated experience in partnering with internal and external stakeholders in complex and demanding conditions
    • Advanced Excel skills required
    • Experience with Aladdin, FactSet and SQL skills are a plus
    • CIPM Certificate or candidate preferred
      Bring your ideas. Make history.
      BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

      With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

      At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
      • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
      • Bloomberg's Gender Equality Index (GEI)
      • Human Rights Campaign Foundation, 100% score Corporate Equality Index
      • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
      • 100 Best Workplaces for Innovators, Fast Company
      • CDP's Climate Change 'A List'
        Our Benefits:

        BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

        BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

        Employer Description:

        For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

        EEO Statement:

        BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Keywords: Bank of New York Mellon, Boston , Newton, Performance Analyst, Accounting, Auditing , Boston, Massachusetts

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