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Performance Analyst

Company: Fanning Personnel
Location: Boston
Posted on: July 9, 2024

Job Description:


  • Ensure that firm performance output is met in a timely and accurate fashion.
  • Confirm compliance with any regulatory requirements related to performance and/or client reporting.
  • Adhere to GIPS Compliance standards, coordinating all efforts surrounding GIPS Compliance for firm. Work with external consultants as needed.
  • Find opportunities in the performance process to improve, seeking automation whenever possible.
  • Maintain and coordinate composite structure and definitions, collaborating with the firm to ensure compliance with required firm composite structure.
  • Provide after-tax performance calculations when required.
  • Play an active role in all systems upgrades, conversions or related events, providing methodical testing throughout.
  • Develop, maintain and document procedures
  • Coordinate quarterly performance reports with the firm and their print mail vendor.
  • Coordinate electronic delivery of performance reports, working closely with the client service team as needed.Other

    • Identify any operational improvement, innovation or automation opportunities inside and outside the department.
    • Represent the firm for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.
    • Assist with oversight of the firm relationship, specifically with Performance responsibilities. Qualifications :
      • 3-5 years of performance measurement experience, data management, information systems or investment operations
      • 5-7 years of relevant financial services/asset management operations experience
      • Experience with GIPS Compliance standards
      • Demonstrated analytical skills
      • Excellent time management and organizational skills.
      • Strong written and verbal communication skills.
      • Ability to stay organized, highly productive, and deliver/complete multiple tasks within tight time frames
      • Strong technology skills (advanced Excel skills required)
      • Strong interpersonal skills including team building and relationship management (within all levels of the business, both internally and externally).
      • Undergraduate degree in Finance, MIS, Accounting or related field.
      • Prior experience with Separately Managed Accounts/UMAs
      • Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.
      • Experience with Factset and/or Bloomberg Required Years of Experience : 3 Additional Info : For more information contact: Lynn Tyburski (617)728-4100 -

Keywords: Fanning Personnel, Boston , Performance Analyst, Accounting, Auditing , Boston, Massachusetts

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