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Welch & Forbes LLC
Boston, MA, United States
Welch & Forbes is a leading asset management firm in Boston offering customized investment and private wealth management services to high net worth individuals and foundations. This is an exciting, high-potential opportunity to be closely integrated with an experienced and results-oriented team of investment professionals. We are seeking an individ
Job Source: Welch & Forbes LLCNEPC, LLC
Boston, MA, United States
Level: Entry Level, 0-2 years of experience Team: Performance Analytics Location: Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV or San Francisco, CA Job Summary: NEPC is looking for a Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC's clients. Performance Associa
Job Source: NEPC, LLCHarbourvest
Boston, MA, United States
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and
Job Source: HarbourvestCity of Boston
Boston, MA, United States
Overview The mission of the Mayor’s Office of Housing (MOH) is to make Boston the most livable city in the nation by working with communities to build strong neighborhoods through the strategic investment of public resources. MOH oversees programs that create and preserve affordable housing, support homeowners and renters, provide housing and servi
Job Source: City of BostonNEPC
Boston, MA, United States
Level: Entry Level, 0-2 years of experience Team: Performance Analytics Location: Boston, MA; Atlanta, GA; Chicago, IL; Las Vegas, NV or San Francisco, CA Job Summary: NEPC is looking for a Performance Associate to join the team. Our Performance Reporting Group supports our Consulting business in servicing NEPC’s clients. Performance Associa
Job Source: NEPCAscend Learning
Burlington, MA, United States
We Impact Lives Through Purpose-Driven Work in A People First Culture Ascend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data driven solutions across the lifecycle of learning. Our values-driven culture unifies our teams and inspires a mindset of action, innovatio
Job Source: Ascend LearningAmerican Red Cross
Boston, MA, United States
Please use Google Chrome or Mozilla Firefox when accessing Candidate Home. By joining the American Red Cross you will touch millions of lives every year and experience the greatness of the human spirit at its best. Are you ready to be part of the world's largest humanitarian network? Join us-Where your Career is a Force for Good! Job Descriptio
Job Source: American Red CrossPoint32Health
Boston, MA, United States
The Sr Business Performance Analyst is responsible for leading the business, financial and data analytics to improve the business performance of division. The primary focus of the role is to design, develop and deploy data driven information solutions to facilitate performance improvement initiatives. Responsibilities include quantitative model bui
Job Source: Point32HealthBoston, MA, United States
Performance
Ensure that firm performance output is met in a timely and accurate fashion.
Confirm compliance with any regulatory requirements related to performance and/or client reporting.
Adhere to GIPS Compliance standards, coordinating all efforts surrounding GIPS Compliance for firm. Work with external consultants as needed.
Find opportunities in the performance process to improve, seeking automation whenever possible.
Maintain and coordinate composite structure and definitions, collaborating with the firm to ensure compliance with required firm composite structure.
Provide after-tax performance calculations when required.
Play an active role in all systems upgrades, conversions or related events, providing methodical testing throughout.
Develop, maintain and document procedures
Coordinate quarterly performance reports with the firm and their print mail vendor.
Coordinate electronic delivery of performance reports, working closely with the client service team as needed.
Other
Identify any operational improvement, innovation or automation opportunities inside and outside the department.
Represent the firm for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.
Assist with oversight of the firm relationship, specifically with Performance responsibilities.
Qualifications : 3-5 years of performance measurement experience, data management, information systems or investment operations
5-7 years of relevant financial services/asset management operations experience
Experience with GIPS Compliance standards
Demonstrated analytical skills
Excellent time management and organizational skills.
Strong written and verbal communication skills.
Ability to stay organized, highly productive, and deliver/complete multiple tasks within tight time frames
Strong technology skills (advanced Excel skills required)
Strong interpersonal skills including team building and relationship management (within all levels of the business, both internally and externally).
Undergraduate degree in Finance, MIS, Accounting or related field.
Prior experience with Separately Managed Accounts/UMAs
Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.
Experience with Factset and/or Bloomberg
Required Years of Experience : 3
Additional Info :
For more information contact: Lynn Tyburski (617)728-4100 | [email protected]
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Email Alert for Performance Analyst jobs in Boston, MA, United States
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