About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate: $73.82/Hr
Job Description: - Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required
- Experience with systems such as Aladdin, FactSet, B-One, preferred.
- Performance Operations Analyst (Temp)
- Client Investment Management is a leader in the global Investment Management business and its Operations division serves the Firm's portfolio managers and associated teams by providing high-quality support through excellence in processing, reporting, and management of strategic initiatives
- The Performance Operations Analyst will work within the Investment Management Operations Performance team supporting a broad range of investment strategies, products, and asset classes managed by Client Investment Management.
- The Performance Operations team is responsible for the accurate, timely, and complete calculation, validation, and reporting of portfolio and benchmark performance results for institutional clients and mutual funds.
- This individual will be part of a global team based in the New York office working alongside colleagues across North America and India.
- The team works closely with Portfolio Managers, Client Reporting, Fund Administration, Technology, Analytics, Risk, and external service providers to support performance measurement and reporting activities.
- The analyst will gain exposure to performance calculations, benchmark administration, quality control processes, reporting requirements, and operational initiatives while developing strong relationships across the organization.
Responsibilities: - Support daily performance measurement, validation, and reporting activities for portfolios and benchmarks.
- Perform quality control reviews and investigate performance, benchmark, and data exceptions.
- Assist with benchmark setup, maintenance, and monitoring activities.
- Collaborate with internal teams and external service providers to resolve operational issues impacting performance reporting.
- Support regulatory, board, client, and management reporting requirements.
- Analyze data and identify trends, outliers, and discrepancies requiring investigation and resolution.
- Produce recurring and ad hoc reporting for business partners and stakeholders.
- Assist in developing and maintaining operational controls, procedures, and audit support documentation.
- Participate in automation and process improvement initiatives utilizing Excel, Power BI, Alteryx, Python, AI-enabled tools, and other technologies.
- Work with global team members to enhance procedures, improve efficiencies, and ensure consistent service delivery.
- Any other duties as assigned.
Qualifications: - Experience in investment management operations, performance measurement, performance reporting, fund accounting, or a related financial services discipline.
- Knowledge of portfolio performance measurement concepts and benchmark return calculations; familiarity with GIPS standards is a plus.
- Understanding of investment products including equities, fixed income, derivatives, and alternative investments.
- Strong analytical and problem-solving skills with a high degree of organization and attention to detail.
- Proficiency with Microsoft Office applications including Excel, Word, and Outlook.
- Experience with performance and analytics platforms such as Aladdin, FactSet, B-One, StatPro, or similar systems is preferred.
- Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions is a plus.
- Excellent verbal and written communication skills, professional maturity, and sound business judgment.
- Ability to work independently, manage competing priorities, and escalate issues as appropriate.
- Strong client service focus and ability to build relationships across multiple teams and stakeholders
Please note that ApTask offers subsidized insurance coverage to our employees.
About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
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