Senior Fund Performance Analyst
rockwood searchNew York (NY)
About the role
A leading global fund is seeking a Senior Performance Analyst to join it's Performance Analytics team. This is an excellent opportunity for a highly analytical professional with strong investment performance, data analytics, and Python skills to play a key role in building out the entire performance reporting capabilities for the firm and delivering meaningful performance insights to senior leadership. The ideal candidate combines technical expertise, financial market knowledge, and a passion for turning complex data into actionable business intelligence.
What You'll Do:
Develop ad hoc analyses and performance reports to support strategic decision-making Translate complex investment performance and returns data into clear, concise presentations and visualizations for senior leadership Support the ongoing enhancement, testing, and deployment of enterprise performance reporting solutions Analyze and reconcile data across multiple systems, identifying discrepancies and ensuring the integrity of performance metrics Partner closely with Technology and business stakeholders to design, test, and implement new processes and reporting capabilities Identify trends, anomalies, and opportunities within performance data and proactively communicate findings to stakeholders Contribute to the maintenance and optimization of enterprise performance measurement frameworks and reporting tools What We're Looking For 5-10 years of experience in performance measurement, investment analytics, financial data analysis, or a related field Advanced analytical and problem-solving skills with exceptional attention to detail Strong ability to manage multiple priorities in a fast-paced environment Proficiency in Microsoft Excel and data-driven reporting Demonstrated ownership, initiative, and a proactive approach to solving business challenges Ability to translate business requirements into scalable technical solutions and maintainable code Required Technical & Financial Expertise Hands-on proficiency in Python for data analysis, automation, and reporting tool development (Pandas, Num Py, and related libraries)Strong knowledge of financial instruments including Equities, Fixed income products, and Derivatives Understanding of how investment products are traded, valued, and reported Direct experience with investment performance measurement and return calculations, including: Time-Weighted Return (TWR)Internal Rate of Return (IRR)Other performance attribution and measurement methodologies Experience working with large datasets and performance reporting and dashboard building is highly preferred Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Senior Performance Analyst” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.
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