Performance Specialist (Asset Management)

Hybrid in Smithfield, RI, US • Posted 6 hours ago • Updated 6 hours ago
Contract Independent
Contract W2
No Travel Required
Hybrid
Depends on Experience
Fitment

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Job Details

Skills

  • Performance
  • Specialist

Summary

Performance Specialist

calculating, analyzing, and reporting on the investment performance of portfolios.

Required Qualifications

  • Strong experience in investment performance measurement and analytics
  • Solid understanding of performance calculations (e.g., returns, attribution, benchmarking)
  • Experience working with SMA (Separately Managed Accounts) or similar investment products
  • Proficiency in Excel (advanced functions, data manipulation, reporting)
  • Strong data management and validation skills
  • Ability to communicate effectively with both technical teams and investment professionals

Preferred Qualifications

  • Experience with performance systems/tools (e.g., FactSet, Bloomberg, Eagle, etc.)
  • Background in asset management, wealth management, or financial services
  • Exposure to client reporting and marketing performance materials
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 90929467
  • Position Id: 8945236
  • Posted 6 hours ago
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