Job Openings

Performance Measurement Analyst

Job ID: BH431651

Category: Accounting and Finance

Specialty: Accounting & Finance

  • The Fund Reporting Expert performs analytical, control and client servicing activities to ensure accurate and timely performance measurement reporting and or attribution reporting for company clients according to established standards. The Individual takes ownership of tasks and works independently, yet receives supervision when needed by the Senior Analyst and Manager, particularly with regards to instructions on new assignments and client developments.
  • Main responsibilities:• Calculate and report performance and attribution results for company clients.• Provide data to database companies and clients including portfolio holdings and information to calculate accurate performance and statistics.• Analyze reporting output and identify possible issues.• Field and respond to client inquiries and escalate issues.• Exhibit a sound understanding of company products and services.• Respond to internal and external audit requests promptly and accurately.• Assist in the coordination of new business implementations and conversions.
  • Requirements:• BA/BS degree.• A minimum of 4 years mutual fund industry experience.• Experience in reports preparing or performance measurement focused position.• Strong analytical and problem solving skills.• Technical proficiency, Eagle Star Accounting, SS&C Sylvan, and Bloomberg would be an asset.• Understanding Index and Benchmark usage and data would be an asset.• Experience in Fund accounting would be an asset.• Very good English skills (B2 level is a must).• Ability to plan and prioritize assignments through multi-tasking while dealing with competing deadlines.• Strong knowledge of Excel.
  • What We Offer:• A collaborative environment that enables you to broaden areas of expertise.• Opportunities take on new challenges and learn new skills.• A culture of inclusion that values each employee’s unique perspective.• Rewarding work where you can impact the client experience.

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Remote Based