Performance Measurement Specialist (SMA Reporting)

Expert In Recruitment Solutions

🇺🇸 United States

On-site

5 months ago

Excel

5 months ago

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Our client, a top tier management consulting company, is seeking a Performance Measurement Specialist to support the Custom SMA team. This role focuses on delivering accurate client performance reporting, ensuring data integrity, and supporting ongoing reporting needs during a key transition period.
Key Responsibilities:

Prepare and deliver monthly/quarterly client performance reports
Perform and validate performance calculations (returns, benchmarks, disclosures)
Support custom SMA reporting and ad-hoc client requests
Ensure accuracy and consistency of data across reports
Collaborate with investment, operations, and technical teams

Requirements:

Experience in performance measurement/reporting within asset management
Strong knowledge of performance calculations and reporting standards
Advanced Excel and data handling skills
Excellent communication and stakeholder management abilities
Experience with performance systems (e.g., PMAView or similar) preferred

Performance Measurement Specialist (SMA Reporting) · Expert In Recruitment Solutions

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