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Job Purpose

The Performance Analytics team provides centralized and coordinated reporting and analysis support for PPM's many business units and clientele. The Performance Analytics team leverages the organization through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities. The Performance & Attribution Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, writes performance commentaries and prepares portfolio summary reports for both internal and external clients. This role involves data and information fulfillment activities for the assigned portfolios, as well as updates of non-performance materials such as marketing presentations. Process and workflow review activities are required, as well as coordination of information flow and dissemination between multiple business units. This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing, as well as external clientele and market participants.

Essential Responsibilities

• Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
• Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
• Provide reconciliation and analysis support for a performance attribution project.
• In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
• Deliver portfolio data extracts to internal and external clients as requested.
• Maintain performance attribution reporting and analysis software. Utilize various systems and applications and provide recommendations on enhancements and process improvements. Interface with IT and Development staff when and as applicable.
• Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Proven ability to work effectively with a team in a fast-paced environment.
• Broad knowledge of investment products and accounting.
• Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.
• Excellent computer skills with high proficiency in Microsoft Office products.
• Ability to prioritize and independently manage multiple assignments and clientele simultaneously.
• Experience preparing reports, analysis, and presentations for management and clients.
• Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct is highly preferred.
• Highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities.
• Unquestionable professional integrity.

Qualifications

• Bachelor's Degree , preferably in Finance, Economics, or business related discipline required.
• Advanced degree or progress toward preferred.
• 3+ years of relevant work experience within the financial services sector required.
• Industry designations such as CFA, CIPM, CPA upon hire preferred.

Base Pay: