About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Wealth Management & Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

The Confidential Client is seeking a Performance Analyst to calculate, validate, and report investment performance for client portfolios. This role supports Investment Consultants and Investment Operations by ensuring accurate performance calculations, reconciling custodial data, troubleshooting data issues with custodians and money managers, and producing client reporting packages on a proactive schedule.

• Calculate, verify, and reconcile performance returns using custodial data feeds and statements
• Troubleshoot data and calculation issues; coordinate resolutions with custodians and money managers
• Build and execute client performance reporting structures and recurring reports
• Collect portfolio characteristics and holdings data from external sources and custodial portals
• Partner with Investment Operations to supply accurate inputs for client deliverables
• Respond to client and consultant requests in a timely, professional manner
• Support analysis requests for investment consultants and internal stakeholders

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Qualifications

• Bachelor’s degree required; Finance, Economics, or related concentration preferred
• CIPM or CFA candidacy is a plus
• Internship experience to ~3 years of experience in investment consulting, performance, or financial services preferred
• Strong proficiency with Microsoft Office; intermediate to advanced Excel skills required
• Familiarity with CRM systems and industry tools such as Advent Black Diamond, PARis, Canoe, and custodial portals is a plus
• Fundamental knowledge of capital markets (domestic & international equity, fixed income, alternatives)
• Excellent attention to detail, communication, and client service orientation

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Essential Traits

• Team-oriented with strong collaboration skills
• Excellent follow-up and email communication etiquette
• Highly organized and detail-focused with strong accuracy
• Problem-solving mindset with sound judgment and resourcefulness
• Adaptable when priorities shift and able to work independently
• Committed to cultivating inclusive, collaborative working relationships

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Work Model & Travel

• Hybrid work model: typically three days in a professional office environment and two days remote
• May travel up to 5% for training or business events

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Physical Requirements

• Ability to remain in a stationary position and operate a computer for extended periods
• Ability to move throughout an office and lift or move equipment up to 25 pounds
• Reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions

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Compensation & Benefits

• Base salary range: $65,000–$90,000 per year (final offer determined by experience, credentials, and location). This role may also be eligible for performance-based incentives.
• Generous PTO, personal/sick time, paid holidays, employer-paid parental and family leaves
• Wellness programs, professional development reimbursement, 401(k) with company match, employee resource groups, and other work-life benefits

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Why Join

This is an opportunity to join a growing Wealth Management & Financial Services team where you’ll develop technical performance skills, work closely with investment professionals, and contribute to high-quality client reporting in a collaborative environment.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.