Our client, a Boston based private investment manager, is looking for a Performance Analyst. Primary duties include, but are not limited to, work cohesively with Compliance, Client Portfolio Managers, and the Investment Desk to ensure all new Client Portfolios are on-boarded in an accurate and timely fashion; establish initial contact with the appropriate custodian banks to ensure all proper forms, instructions, and contact information is communicated; set up a new portfolio in the portfolio accounting system allowing all downstream applications to identify the new client portfolio; be an active participant in the weekly Pending Account meetings by communicating status on each new client portfolio that has not yet funded at the custodian bank; manage the operational components of the New Client Intake intranet site, which is the hub for tracking and communicating account on-boarding; and handle the process for any account closures in an accurate and timely fashion. The ideal candidate must a Bachelor's Degree; 3-4 years of fixed income or related industry experience; ability to work and thrive in a fast paced operations group & manage multiple priorities; knowledge of fixed income securities, Performance Methodologies, and client service activities, account reconciliation activities; strong Excel skills.
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