Job Summary

Performance Analyst

  • Location:
    Boston, Massachusetts
  • Job reference:
  • Category:
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Position Overview:
This is an opportunity to enhance and advance your analytical knowledge and skills in the global investment performance and analytics arena. Expand and develop leadership, supervisory, collaboration and communication with focus on investment analytics.
The role has a diverse set of responsibilities, challenges, processes and stakeholders. The position will have responsibility for all aspects of performance, attribution and analytics reporting - including account, product, and benchmark data. The primary focus is fixed income while being part of a global team supporting all investment types.
This integral role requires an individual who is self-motivated, detail oriented and accountable; one who is self- reliant but adept at collaborating with multiple teams. Opportunities are presented both within the team and beyond with systems implementations, process reengineering, investment analytics and attribution, product development and stakeholder relationships.

  • Act as subject matter expert on Fixed Income Attribution and work with team to improve reporting data quality
  • Respond to ad hoc requests and create value added analysis for investment distribution teams
  • Provide technical expertise regarding performance measurement and attribution
  • Ensure timeliness and accuracy of client reporting
  • Partner with operations groups to monitor controls and support valuation process
  • Manage tools required in reporting process such as: Barclay’s Point, Excel, and Bloomberg PORT
  • Participate and/or lead projects as assigned
  • Assist in and provide support in new product development efforts


  • Must be detail oriented and be able to work in a fast-paced daily production environment
  • Support the information needs of sales, marketing, compliance and other users of performance - includes defining, developing and producing performance and analytical reporting that supports needs
  • The role requires a strong background in investment performance & analytics, including attribution, security and portfolio characteristics, competitor/peer analysis, a broad knowledge of financial markets and complex investment strategies
  • Must have strong communication skills; both written and oral
  • Must be a collaborative and innovative team player

Preferred Qualifications:

  • Industry designations such as CFA, CAIA, FRM, and CIPM are aligned with the job profile
  • Knowledge of front office reporting along with BI and data visualization concepts and software is preferred


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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Equal employment opportunity information:
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