Investment Performance Analyst

Our client, a leading independent investment management firm, is seeking an experienced Performance Analyst for a 7+ month contract role. This position can be fully remote, but if candidate is located near Houston they could work onsite if desired. Job Purpose (Job Summary): As part of the Performance Measurement, Analytics and Reporting (“PMAR”) organization, the team collects and analyzes investment data. The key internal stakeholders include portfolio/product management, marketing, compliance, and investment management. This role is to support the day-to-day needs of the business and to help drive the team forward by being a key contributor to ongoing strategic projects. Key Responsibilities / Duties: • Calculate, review and verify performance data ensuring accuracy and timeliness. Interact with appropriate individuals/groups to resolve errors as necessary • Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of performance data • Use statistical tools to identify, analyze, and interpret anomalies and patterns in complex data sets that could be helpful for the diagnosis and resolution of trends and troubleshoot issues • Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards. • Identify opportunities to streamline existing business processes by automating recurring and ad-hoc analyses into stable, repeatable reports, metrics, and dashboards. • Interact regularly with clients to research, analyze and resolve queries • Actively participate on special projects and support/implement process improvements/efficiencies • Develop automated solutions via technical enhancements utilizing SQL and/or VBA • Understand data infrastructure and work to resolve data issues Work Experience / Knowledge: • Strong exposure with analyzing large quantity and variety of data. • Advanced Excel skills. • Data visualization experience using Power BI, Tableau or any other visualization tool is an advantage. • Experience partnering with IT engineers to design data repositories and pipelines desirable. • Expertise in using data sourcing and analysis tools such as Alteryx, SQL, Python, SAS or R Skills / Other Personal Attributes Required: • Must have a proven background in problem solving complex issues • You are an independent self-starter, positive can-do attitude that overcomes challenges and barriers. • A have a high degree of curiosity and a desire to learn, including taking on results-oriented new assignments. • Must be able to communicate effectively both in writing and orally • Must be proficient with Microsoft Office • Must be able to cooperate in a hybrid team environment Pay Rate- $63.22- $65.22/hour