Performance Analyst II

Overview

The Performance Analyst will be responsible for calculating and reviewing Composite level performance as well as researching any outliers. Analyst will also be responsible for addressing ad-hoc requests from Investment teams and other internal partners and supporting ongoing GIPS verification.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): Milwaukee, WI

Responsibilities

• Review monthly composite performance calculations for completion and accuracy
• Reconcile performance between multiple platforms
• Collaborate effectively with other teams on special strategic initiatives
• Proactively identify areas to increase efficiency
• Enhance the controls of the audit review process

Qualifications

Required Qualifications

• Bachelor’s degree in accounting, finance or related field
• 3+ Years of performance analysis for investment performance
• Experience with Global Investment Performance Standards (GIPS®)
• Excellent analytical and problem-solving skills
• Strong proficiency in Microsoft Apps
• Good verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work in a fast-paced deadline driven environment
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work at a computer and use standard business software for extended periods during the workday.
• Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
• Engage in regular in-person interaction and collaboration with team members and other stakeholders.
• Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
• Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Preferred Qualifications

• Experience with Archer/Confluence StatPro or Advent/APX preferred
• Experience with data visualization and business intelligence tools such as Power BI, Tableau, or similar platforms
• Experience with market systems such as: FactSet, Bloomberg, Morningstar
• Experience with automated financial systems such as: Confluence StatPro, Archer, Confluence Unity, Advent APX
• Experience with Microsoft Copilot or other AI tools is a plus
• CIPM Preferred

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $75,000 - $85,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status