Performance Analyst - Chicago, IL

Only for registered members Chicago, IL, United States

3 weeks ago

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Job Summary

The role of the performance analyst is to support the day-to-day investment reporting processes of the organization and maintain responsibility for investment oversight duties to clients. The performance analyst is responsible for preparing materials for client investment meetings. The performance analyst is expected to gain familiarity with the firm's investment reporting processes and to identify opportunities for improved efficiency whenever possible.

Responsibilities And Duties

  • Perform quantitative and qualitative analysis on client and prospect investment options
  • Support formal investment monitoring processes along with specific client-related investment projects
  • Develop materials for client investment meetings with particular attention to detail

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