Financial Services/Banking/Insurance

Performance Analyst


Strategic Staffing Solutions

Investment Performance Analyst

6-month contract



 Job Description/Requirements

  • 5+ Years of performance analysis for investment performance demonstrated through work or military experience.
  • Experience driving for results, applying a sense of urgency and bringing issues to closure in a decisive manner despite obstacles and opposition.
  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint and Access) skills.
  • Experience with market systems such as: Morningstar, FactSet, Bloomberg, Confluence Unity, Wilshire IQ.
  • Experience with automated financial systems such as: Confluence Unity, Wilshire IQ, Advent APX.
  • Good verbal, written, and interpersonal communication skills.
  • Effective organizational, multi-tasking, and prioritizing skills.
  • Ability to work in a fast-paced deadline driven environment.
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
  • Experience with review of mutual fund prospectus and shareholder reports.
  • Extensive knowledge and understanding of investment management and GIPS standards.
  • CIPM preferred

Job ID: JOB-209062
Publish Date: 04 Nov 2022

Tagged as: Performance Analyst