Performance Analyst Team Leader

3 months ago

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 by completing monthly and quarterly audits of performance analyst work

* Develop and maintain master production schedule for performance analyst team

* Develop new and refine existing process and control procedures to increase effectiveness of performance analyst team

* Regularly monitor performance analyst Hub scores and manage workload and transitions accordingly

* Partner with Pod leaders and senior client analysts to transition clients to new performance analysts, solicit Pod approvals, communicate transitions

* Partner with the directors of Research to communicate and coordinate transition plans for performance analysts who accept roles on the Research team

* Adhere to client deadlines, new client onboarding and continual refinement of product formats

* Lead recommendations for performance analyst training and development, implement training

* Host regular meetings and/or training sessions to discuss learning opportunities and/or changes in performance analyst processes

* Be available to answer day-to-day questions as they come up

* Build library of training videos for performance analyst tasks

* Provide feedback and regularly check in with CA Team Leader(s), Pod Leaders, Human Resources, and other members of the leadership team

* Complete peer reviews for performance analysts during Marquettes twice-annual performance review cycles as needed

* Conduct quarterly one-on-one meetings with performance analysts to check in, discuss career pathing, and set short- and long-term goals

* Identify performance issues, liaison with Pod leaders to correct, put on performance improvement plans as needed

* Partner with Human Resources to execute and manage performance improvement plans as needed; review performance analysts work diligently if put on PIP

* Assist/advise on promotions to senior performance analyst and associate client analyst

* Actively participate in the year-round performance analyst recruitment effort, including but not limited to: screening resumes, conducting video or in-person interviews, providing and soliciting feedback, and ensuring Marquette establishes a pipeline of well-rounded and diverse performance analysts

* Manage and regularly revise new performance analyst onboarding

* Plan and execute 2-week preparation period and 3-week training sessions for all new PAs (5 weeks total commitment)

* Oversee and manage PA Training Committee (~4 members)

* Participate in and provide data and relevant information during regular Oversight Committee meetings

* Partner with PA research program lead (Dave Hernandez) to check in and ensure the PAs are meeting goals and program requirements

* Work with Information Technology team to continuously update workflow enhancements in the Hub

**Qualifications:**

* Bachelors degree in Finance or related field and at least three (3) years of relevant experience

* Knowledge of investment industry (e.g., general financial markets knowledge, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing)

* Proficient with Microsoft Office; advanced Excel skillset is a plus

* Proven ability to learn new systems; experience with Investment Metrics (formerly InvestorForce) is a plus

* Professional communication and interpersonal skills, demonstrates attention to detail and highly organized

* Ability to multitask in a fast-paced environment and react to change positively

* Experience with financial reporting and/or legal, compliance functions

* Excellent interpersonal, negotiation, and conflict resolution skills

* Ability to act with integrity, professionalism, and confidentiality

Marquette Associates offers competitive benefits, including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan with company match, and more.

***Marquette Associates is proud to be an Equal Opportunity Employer.***

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