Sr Performance Analyst

2 weeks ago


Chicago, United States 1872 Consulting Full time

Senior Performance Analyst
Operations Team

Chicago, IL – Hybrid: 3 days onsite/2 days WFH,

Company Summary:
They are an investment firm/asset management company in the Loop in Chicago with a substantial portfolio of $123B in assets under their management. They prioritize taking care of their employees so they remain long-term satisfied employees growing together. With a very strong record of successful growth, they continue to add to their roster in Chicago.

Role Summary:
This role is responsible for managing the firm's Enterprise Infrastructure and providing enablement. The Senior Performance Analyst is responsible for calculating, analyzing, and reporting performance returns and risk statistics for firm portfolios, strategy composites, and benchmarks. The individual serves as an analytical resource for the marketing and portfolio management departments.

Duties and Responsibilities:

  1. Calculate, analyze, and report portfolio, security, and benchmark performance.
  2. Prepare and organize risk and return data for client reports and prospective client presentations.
  3. Manage performance and portfolio data to enable automated production of client reports.
  4. Prepare and explain attribution analysis.
  5. Ensure firm adheres to Global Investment Performance Standards (GIPS); work with external verifier to complete annual exam as required.
  6. Respond to ad hoc requests from Portfolio Managers and the Marketing department.
  7. Conduct checks of other team members' work to ensure it is error-free.
  8. Lead project work as directed, working with other teams at the firm as required.
  9. Train junior members of the Analytics team in processes and procedures.
  10. Proactively identify issues, problems, or opportunities for process improvements; propose and implement solutions.
  11. Ensure strong operational controls are implemented.

Requirements:

  1. 4+ years experience as analyst – other performance mathematics/risk measurement acceptable.
  2. Deep understanding of Global Investment Performance Standards.
  3. Strong understanding of performance and risk measurement and analysis.
  4. Strong experience in SQL, Excel or similar tools.

Nice to Have's:

  1. Accounting and/or Finance background and experience.
  2. Professional exposure to investment accounting, administration, and reporting.
  3. Working knowledge of macros and VBA.
  4. Interest in pursuing the CFA or CIPM programs and/or interest in pursuing an MBA.
  5. Experience with the following applications: Eagle, Advent AXYS, FactSet, CAPS or another composite maintenance software.
#J-18808-Ljbffr

  • Chicago, United States Senior Analyst, Data, Performance, and Operations Full time

    Seeking to hire a Senior Analyst, Data, Performance, and Operations for a direct hire opportunity in Chicago for one of the nation's largest independent foundations. Organizations supported by the Foundation work in about fifty countries. Will support our client’s Investment Department’s data management infrastructure. Will provide support for the...


  • Chicago, United States 1872 Consulting Full time

    Senior Performance Analyst Operations Team Chicago, IL – Hybrid: 3 days onsite/2 days WFH, Company Summary: They are an investment firm/asset management company in the Loop in Chicago with a substantial portfolio of $123B in assets under their management. They prioritize taking care of their employees so they remain long-term satisfied employees growing...


  • Chicago, Illinois, United States Horizontal Talent Full time

    Do you have Google Analytics 4 experience, and are you seeking a new job in Chicago? Horizontal Talent is helping a digital consultancy that designs end-to-end experiences for multiple enterprise level clients find a Sr. Analyst, Analytics and Insights, and the contract role comes with an attractive hourly rate.As a Sr. Analyst, Analytics and Insights, you...

  • Sr. Analyst, S&OE

    3 weeks ago


    Chicago, United States The Kraft Heinz Company Full time

    Sr. Analyst, S&OE Materials. Location: Chicago Aon. Role The Sr. Analyst, S&OE Materials is responsible for driving strong execution and governance across KHC Materials Management process. This will require disciplined leadership across cross-functio Materials, Management, Analyst, Operations, Leadership, Supply Chain, Manufacturing

  • Sr Reporting Analyst

    24 hours ago


    Chicago, United States dhanutek Full time

    Job Title Sr. Reporting Analyst Location Chicago IL (Hybrid) Duration 12 months with possible extension Job Purpose: This position is responsible for designing developing and implementing timely and accurate data/reports using mainframe/PC systems to support the department or division and perform additional program activities. Maintain...


  • Chicago, Illinois, United States Glassdoor Full time

    Why Glassdoor?When you work for Glassdoor, you help people everywhere get ahead in work and life. That's because we're moving fast to become the leading community for workplace conversations. Every day, we foster radical transparency by giving professionals a platform to connect authentically and anonymously. Think real talk with real people — plus company...

  • Sr. Systems Analyst

    1 month ago


    Chicago, United States Blue Star Partners LLC Full time

    Job DescriptionJob DescriptionJob Title: Sr. Systems AnalystLocation: Remote - Near Green Oaks, ILPeriod: 09/23/2024 to 03/23/2025 (Possible extension)Hours/Week: 40 hours Rate: $50-$55/hour (Hours over 40 will be paid at Time and a Half)Contract Type: W-2 onlyOverview:The Senior Systems Analyst is responsible for defining, planning, and designing client...

  • Sr. Analyst

    1 month ago


    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, United States TALENT Software Services Full time

    Are you an experienced Information Security Sr Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Information Security Sr Analyst to work in Overland Park, Kansas.Position Summary: The Information Security Analyst will support the Cyber Defense and Operations (CDO) programs...


  • Chicago, United States Marquette Associates Full time

    **Performance Analyst Team Leader** Chicago Performance Analyst Full-Time The role of the Team Leader is to provide daily oversight to the Performance Analyst team at Marquette Associates. **Job responsibilities will include, but are not limited to:** * Monitor and ensure data integrity for performance system, calculations, and output * Ensure data accuracy...

  • Sr. QA Analyst

    2 months ago


    Chicago, Illinois, United States Chicago Mercantile Exchange, Inc. Full time

    Sr. QA Analyst (Multiple Positions), Chicago Mercantile Exchange Inc., Chicago, IL. Collaborate with Business Analysts, Software Engineers, Software Engineers in Test, Project Management, and management and peers in planning and executing tests. Verify software under test while ensuring compliance with SDLC process. Coordinate testing processes and unit...


  • Chicago, United States Kraft Heinz Company Full time

    Sr. Materials Planning Analyst Location: Chicago, IL Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: R-83681 Job Description The Sr. Materials Planning Analyst is responsible for ensuring effective management of all raw, packaging, and WIP materials in order to minimize potential losses for the organization. This will require a...


  • Chicago, Illinois, United States Kraft Heinz Full time

    Job DescriptionHere at Kraft Heinz, we grow our people to grow our business, because we believe that great people make great companies. When you join our table, you can expect access to an array of holistic wellness benefits* and perks, DCPP, VRSP, and TFSA, Business Resource Groups (BRGs) to help foster diversity, inclusion and belonging for all employees...


  • Chicago, United States Legrand Full time

    Position Description At a Glance Legrand  has an exciting opportunity for a  Sr. Internal Control Analyst  to join the  Corporate Team  in  West Hartford, CT . As a Sr. Internal Control Analyst, you will manage the consistent administration of financial control policies and internal control procedures at each of the Legrand, North and...


  • Chicago, United States Littelfuse, Inc. Full time

    Littelfuse is one of America's Best Mid-Sized Companies (Forbes) and has been named one of the Best Places to Work in Illinois (Best Companies Group) for 11 consecutive years. With its global headquarters in Chicago, Illinois, USA, Littelfuse is a leading, global manufacturer of electronic components serving more than 100,000 end customers across industrial,...


  • Chicago, United States ESR Healthcare Full time

    Sr Financial Analyst - Chicago, IL Experience Level: Associate Experience Required: 5 Years Education Level: Bachelor’s Degree Job Function: Finance Industry: Insurance Pay Rate: View hourly pay rate Total Positions: 1 Relocation Assistance: No Visa Sponsorship Eligibility: No This is a hybrid role that will require you to work 2-3 days out of...

  • Sr. Analyst, S&OE

    3 weeks ago


    Chicago, United States Kraft Heinz Company Full time

    Job DescriptionJob Title: Sr. Analyst, S&OE MaterialsLocation: Chicago AonRole The Sr. Analyst, S&OE Materials is responsible for driving strong execution and governance across KHC Materials Management process. This will require disciplined leadership across cross-functional teams to drive visibility, consistency, and actions to ensure materials are managed...


  • Chicago, United States Enterprise Performance Group Full time

    Job DescriptionJob DescriptionSr. IT Datacenter Engineer -- Location : Chicago O’Hare area  The Sr. IT Datacenter Engineer responsibilities will include: Acting as a Team Leader to deliver IT managed servicesMaintain relationships with strategic suppliersContribute to innovation and promote development of enterprise technology road maps .Partner with...

  • Performance Analyst

    3 weeks ago


    Chicago, Illinois, United States Marquette Associates Full time

    Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients' interests and objectives are at the center of everything we do. Our approach brings together the...


  • Chicago, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...