Performance Operations Analyst (Max $51/hr W2)

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
51-51 Hourly
Entry level
Information Technology
The Role
Supports investment management performance operations by calculating, validating, reconciling, and reporting portfolio and benchmark performance for institutional clients and mutual funds. Collaborates with portfolio management, reporting, fund administration, technology, analytics, risk, and external providers. Responsibilities include benchmark administration, quality control, client reporting, issue escalation, and operational initiatives across multiple investment products and asset classes.
Summary Generated by Built In
Company Description

Finance

Job Description

Hybrid role on-site 3 days a week
-Experience in investment performance measurement, benchmark calculations, data analysis and reconciliation required
-Experience with systems such as Aladdin, FactSet, B-One, preferred.

 

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 *** 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.

 

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

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • 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
  • Understanding of investment products including equities, fixed income, derivatives, and alternative investments
  • Strong analytical and problem-solving skills with organization and attention to detail
  • Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
  • Excellent verbal and written communication skills
  • Ability to work independently, manage competing priorities, and escalate issues appropriately
  • Strong client service focus and ability to build relationships across teams and stakeholders
  • Familiarity with GIPS standards
  • Experience with Aladdin, FactSet, B-One, StatPro, or similar performance and analytics platforms
  • Exposure to Python, Power BI, Alteryx, automation tools, or AI-enabled solutions
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Jersey City, NJ
8 Employees
Year Founded: 1998

What We Do

Lenmar Consulting Inc is an Information Technology and Services company located in 185 Hudson Street, S#1440, Jersey City, NJ 07302.

Similar Jobs

Capital One Logo Capital One

Associate, Fraud Operations

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
3 Locations
55000 Employees
67K-91K Annually

Capital One Logo Capital One

Lead Software Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
2 Locations
55000 Employees
197K-246K Annually

Capital One Logo Capital One

Associate, Support Operations

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
New York, NY, USA
55000 Employees
89K-102K Annually

Capital One Logo Capital One

Referral & Lifecycle Marketing Lead, Capital One Shopping (Remote-Eligible)

Fintech • Machine Learning • Payments • Software • Financial Services
Remote or Hybrid
3 Locations
55000 Employees
210K-287K Annually

Similar Companies Hiring

Standard Template Labs Thumbnail
Artificial Intelligence • Information Technology • Software
New York, NY
25 Employees
NODA AI Thumbnail
Artificial Intelligence • Information Technology • Software • Cybersecurity
Sydney, AU
54 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
178 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account