Senior Performance Analyst (Finance)

TL;DR

Senior Performance Analyst (Investment Performance): Overseeing the calculation, analysis, and reporting of investment performance across all asset classes and strategies with an accent on GIPS compliance and risk-adjusted return metrics. Focus on managing outsourced service providers, driving process automation, and delivering actionable insights to global stakeholders.

Location: Hybrid (Houston, Texas) - must spend at least four full days per week in the office

Company

One of the world’s leading independent global investment firms dedicated to rethinking possibilities for its clients through diverse investment strategies.

What you will do

• Lead a global team of performance analysts and oversee outsourced/offshored service providers.
• Establish SLAs, KPIs, and governance frameworks for third-party vendors and offshore teams.
• Supervise daily, monthly, and quarterly performance calculations for portfolios, composites, and benchmarks.
• Ensure strict adherence to Global Investment Performance Standards (GIPS) and regulatory requirements.
• Deliver high-quality performance reports and dashboards to internal and external stakeholders.
• Collaborate with portfolio managers, risk teams, and client reporting functions globally.

Requirements

• Degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Minimum 5+ years of experience in performance measurement, with at least 3 years in a leadership role.
• Strong knowledge of GIPS standards and regulatory frameworks.
• Proficiency in performance systems such as Eagle, Factset, or Aladdin.
• Expertise in Microsoft Excel, Access, Power BI, and VBA.
• Must be based in Houston, Texas, and comply with the workplace model of 4+ days in office per week.

Nice to have

• CFA or CIPM designation or progress toward certification.
• Experience with attribution methodologies (Brinson, fixed income, multi-currency).
• Programming skills.

Culture & Benefits

• Hybrid work schedule emphasizing in-person collaboration and growth.
• Comprehensive 401(K) matching (100% up to the first 6%) with discretionary supplemental contributions.
• Flexible paid time off and health & wellbeing benefits.
• Parental Leave benefits and Employee stock purchase plan.