Investment Performance Analyst | Boston-Based Asset Manager
An established Boston-based investment manager is expanding its Enterprise Data & Analytics team and is seeking a Performance & Portfolio Data Associate. The role provides hands-on exposure to investment performance, portfolio analytics, and firmwide reporting initiatives within a collaborative, high-quality investment environment.
The Role
This position supports investment, sales, and client service teams through portfolio analysis, performance reporting, and data-driven insights. The associate will work closely with experienced analytics professionals and contribute to initiatives focused on reporting accuracy, attribution analysis, and data quality.
What You’ll Do
• Analyze client and prospective portfolios and compare results against proposed investment strategies
• Prepare asset allocation, income, and portfolio characteristic analysis to support sales and client teams
• Use tools such as FactSet, Bloomberg, and Morningstar to classify holdings and validate performance data
• Support performance reporting, attribution analysis, and responses to RFP/RFI and client inquiries
• Assist with GIPS-related reviews and contribute to cross-team analytics and data initiatives
What We’re Looking For
• Education in Finance, Economics, Accounting, Mathematics, or a related field
• Experience in investment performance, portfolio analytics, client reporting, or a related investment role
• Strong Excel skills and comfort working with financial and investment data
• Experience with investment analytics platforms (FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
• Familiarity with performance attribution concepts; GIPS exposure is a plus
• Detail-oriented, collaborative, and able to manage multiple priorities in a fast-paced environment
This role is well-suited for an early-career professional looking to build a strong foundation in investment analytics and performance within an asset management platform.
Origin Staffing is a specialized recruiting firm delivering high-impact direct-hire solutions across Accounting, Finance, Audit, Tax, Advisory, and Business Transformation. We partner closely with both clients and candidates to understand nuanced needs across industries including Technology, Life Sciences, Financial Services, and Professional Services. Learn more about our recruiting expertise, explore insights on our blog, or contact us to discuss how we can support your hiring or career goals.
Apply tot his job
Apply To this Job
The Role
This position supports investment, sales, and client service teams through portfolio analysis, performance reporting, and data-driven insights. The associate will work closely with experienced analytics professionals and contribute to initiatives focused on reporting accuracy, attribution analysis, and data quality.
What You’ll Do
• Analyze client and prospective portfolios and compare results against proposed investment strategies
• Prepare asset allocation, income, and portfolio characteristic analysis to support sales and client teams
• Use tools such as FactSet, Bloomberg, and Morningstar to classify holdings and validate performance data
• Support performance reporting, attribution analysis, and responses to RFP/RFI and client inquiries
• Assist with GIPS-related reviews and contribute to cross-team analytics and data initiatives
What We’re Looking For
• Education in Finance, Economics, Accounting, Mathematics, or a related field
• Experience in investment performance, portfolio analytics, client reporting, or a related investment role
• Strong Excel skills and comfort working with financial and investment data
• Experience with investment analytics platforms (FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
• Familiarity with performance attribution concepts; GIPS exposure is a plus
• Detail-oriented, collaborative, and able to manage multiple priorities in a fast-paced environment
This role is well-suited for an early-career professional looking to build a strong foundation in investment analytics and performance within an asset management platform.
Origin Staffing is a specialized recruiting firm delivering high-impact direct-hire solutions across Accounting, Finance, Audit, Tax, Advisory, and Business Transformation. We partner closely with both clients and candidates to understand nuanced needs across industries including Technology, Life Sciences, Financial Services, and Professional Services. Learn more about our recruiting expertise, explore insights on our blog, or contact us to discuss how we can support your hiring or career goals.
Apply tot his job
Apply To this Job