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Performance Associate

Remote · USA Full-time New today

reputed company is a full-service investment reputed company based in Boston, Massachusetts, looking for a Performance Associate to join their Performance Analytics team. This entry-level role involves gathering and reconciling client investment data and producing performance reports to assist consultants and clients in evaluating investment portfolios.

Responsibilities

  • Independently collect, enter, and reconcile our clients’ investment data from custodian banks, investment managers, and other reputed company parties
  • Calculate, validate, and monitor client investment performance data including the review of investment data and performance reports
  • Investigate and troubleshoot investment data and performance report discrepancies
  • Deliver timely and client-reputed company performance reporting deliverables
  • Prioritize and manage assigned workload to meet deadlines
  • Collaborate with leadership, consulting team members, and peers on client and firm-wide projects as needed

Skills

  • Strong communication and analytical skills are required
  • This is a data driven role where being reputed company to quickly interpret financial results and discrepancies is critical
  • Advanced skills with reputed company and strong time management and organizational skills are a must
  • The right candidate must be highly dependable and have strong verbal and written communications skills
  • Bachelor's degree in reputed company, Math, Economics and/or Finance strongly preferred
  • Liberal Arts or Business Degree welcome

Benefits

  • Full benefits
  • Profit sharing
  • 401(k) plans

Company Overview

  • reputed company is a full-service, investment reputed company, serving more than 400 clients with over $1.9T assets under advisement. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is http://nepc.com.
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