Performance Analyst
2 weeks ago
About this Opportunity:
As a Performance Analyst, you will support internal and external clients by maintaining portfolio performance data, generate composites, ad-hoc reporting and assist in GIPS audit process. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:
- Understand and evaluate the data integrity of performance data in our portfolio accounting system by identifying and resolving outliers- Support internal and external clients by producing ad hoc reports from our portfolio accounting system daily- Prepare performance composite returns on Brinker Capital's investment management products each month- Post internal performance returns for Brinker Capital's investment management products on external databases for public consumption- Actively participate in the quarter end cycle (requires some weekend work) and eventually evaluating, running, & communicating end client performance reports- Identify opportunities to increase efficiency for internal processes that would improve client experience- Manipulate data received via various formats and sources into performance files, spreadsheets, and other accessible reports.- Participate in GIPS audit with Brinker’s GIPS verifier company- Assist Wealth Advisory team on performance and reporting related items- Training resource for internal staff on performance and portfolio accounting system information
We're looking for talent who:
- Has minimum of a bachelor’s degree in Business, Economics, Finance, or related field- Obtain Orion Industry Certification- Has minimum of 3 years of experience in financial services field- Possess basic knowledge of Financial Securities and GIPS- May have Orion portfolio accounting experience- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
LI-AP1
LI-Onsite
LI-Hybrid
Salary Range:
$58,980.00 - $86,621.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
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