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Analyst, Investment Performance

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Inv Perf / Support
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73951 Requisition #
Thanks for your interest in the Analyst, Investment Performance position. Unfortunately this position has been closed but you can search our 488 open jobs by clicking here.


·        1-2 years of experience in investment analysis, or trust-investment related background, investments operations or transferable experience from a related field

·        Be well versed in market trends as well as the financial concepts underlying return calculations for Equity, Fixed Income and Alternative asset classes.

·        Excellent business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs.

·        Knowledge generally acquired through an undergraduate degree program, related work experience or progress towards certifications such as the CIPM, CAIA, or CFA.

·        Use of Microsoft Office tools, advanced Excel skills preferred.

·        Exposure to Northern Trust or third party financial software is a plus.

·        Strong organizational, written, and verbal client servicing skills.

·        Excellent time management and multi-tasking skills.

·        Progress towards certifications such as the CIPM or CFA is a plus.


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