Job Openings

Performance Analyst

Job ID: BH488616

Category: Financial Systems Analyst, Performance Improvement / Recovery, Data Analyst, Accounting and Finance

Specialty: Accounting & Finance

Performance Analyst
4-month contract, extension likely

Location: Remote (open to location)

Hours: M-F; 8am-5pm
Industry: Financial Services/Banking
Size: 16,000+
Interview Process: Webex video call (1 round)

Must Haves:

  • HS diploma
  • At least 3 years of job-related experience (Private markets, Performance, Date reconciliation, Private markets software etc.)
  • Strong Excel skills

Nice to haves:

  • JSON knowledge
  • Solovis experience
  • Macro building/troubleshooting

Job Description:

This position supports the design and development of a performance assessment management system and provides analysis. Perform program support, including the facilitating customer feedback initiatives, conducting requirements analysis, developing performance measurement questions, interfacing with division leadership and project engineers, and developing quarterly reports of measurement findings

What are the 3-5 “nice to have” attributes that would separate a successful candidate from their competition when interviewing?

  • Experience with Solovis and/or private markets report building, private markets background, performance background, JSON knowledge would be a plus, Macro building/troubleshooting would be a plus

What are the top three must-haves you will be looking for in the resumes/interviews for this role?

  • Takes ownership and see tasks through to completion, analytical and communicative, strong Excel skills for reconciling data using basic Excel formulas

What type of background would you like this person to have?

  • Private Markets, Performance, Data Reconciliation, Private Markets software

Responsibilities:

  • Reconciling transaction, commitment, valuation, performance, underlying company and fee transparency data between legacy systems and Solovis.
  • If data issues are discovered, escalate appropriately to the AOPM manager, State Street technology resources and potentially Solovis technology resources.
  • Some support may be required in reconciling legacy system data with the accounting book of record for the purpose of monthly client deliverables.

#professional

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