Investment Performance Analyst position available at a Wealth Management firm in New York City that manages $10 Billion in assets.

Job Description

  • Review investment performance data for the investment team and for client reporting purposes
  • Review performance returns for separately managed accounts, account groups, and composites as well as returns for underlying securities, mutual funds, limited partnerships and other alternative investments, benchmarks, and peer groups
  • Oversee data workflow, processes and systems
  • Identify ways to maintain accuracy and improve efficiency
  • Troubleshoot performance issues
  • Oversee firm wide performance composites


  • BA in Business, Finance or Economics or other relevant area of study required
  • 2-6 years of experience in investment performance or operations
  • CIPM or CFA preferred
  • Knowledge of Advent’s APX/AXYS is preferred



Commensurate with experience


For immediate and completely confidential consideration, please click on the following link: http://www.hudsongatepartners.com/apply.html or send a resume to jobs@hudsongatepartners.com