Performance Analyst

83980 Our investment client, who offers a wide range of highly personalized fiduciary services, is seeking a highly motivated Performance Analyst. In this high profile position you will work closely with Management, Trustees, Operations, Technology and Compliance to create and analyze performance reports. This unique opportunity will also involve involvement with the investment review process. The ideal candidate will have experience with the following: Creating and analyzing monthly/quarterly client portfolio and composite performance reports. Researching and solving performance related problems. Maintaining performance composites in accordance with AIMR/GIPS Standards. Developing and maintaining procedures relative to performance related tasks. Applying of an in-depth understanding of how to use the systems and technology required to calculate performance numbers and participating in the testing of new/enhanced applications. Partnering with Compliance to produce performance returns for marketing brochures, new client presentations and request for proposals. Maintaining and providing documentation to external auditors for annual audit of performance results. Processing daily equity, fixed income and mutual fund trades from trade tickets. Resolving compliance issues as they arise from trade processing. Participating in investment system projects. Developing and documenting routine review procedures and daily/monthly audit checklists. Working closely with portfolio administrator to help support the monthly investment review process. If you are already working with a Winter Wyman recruiter, please contact them directly; otherwise, please send your resume and contact information to Paula Scribner, Senior Consultant, Investments and Financial Services Division, at pscribner@winterwyman.com .