Overview
Associate – Investment Performance Analytics Jobs in Greater Chicago Area at Connect Search, LLC
Title: Associate – Investment Performance Analytics
Company: Connect Search, LLC
Location: Greater Chicago Area
Key Responsibilities
- Own the production process for performance, attribution, and portfolio analytics reporting
- Fulfill portfolio analytics and data requests from internal teams including Client Solutions, Marketing, and Portfolio Management
- Develop understanding of investment strategies, identifying anomalies in attribution and drivers of performance
- Analyze and interpret portfolio risk characteristics and attribution factors to communicate the investment process and execution
- Develop subject matter expertise in client strategies and operational aspects of the firm to lead related projects
- Partner with Operations, IT, and Data Management to enhance analytics system accuracy, capabilities, and scalability
- Identify opportunities to enhance scalability through automated processes
- Create custom portfolio analytics views in partnership with Client Solutions, Portfolio Managers, and Marketing
Qualifications
- Undergraduate degree in a quantitative field such as Finance, Economics, Computer Science, Mathematics, or Engineering preferred
- Progress toward or interest in an advanced degree and/or CFA a plus
- ~2+ years of relevant performance measurement, attribution, and/or risk analysis experience
- Solid understanding of capital markets and the investment management industry
- Knowledge of fixed income and derivatives (options, swaps, futures, etc.)
- Strong quantitative, analytical, and problem-solving skills with high attention to detail
- Demonstrated organizational and project management skills with ability to multi-task across complex assignments
- Excellent written and verbal communication skills; ability to interact across all levels of management and global offices
- Intermediate coding skillset (advanced Excel/VBA, SQL, etc.) or willingness to learn
- Experience with Bloomberg, FactSet, or similar market data and portfolio analytics tools
Compensation & Benefits
Competitive base salary plus discretionary annual bonus. Comprehensive benefits including medical, dental, vision, HSA, life insurance, 401(k), generous PTO, commuter benefits, employee assistance program, and additional voluntary programs.
