Performance Measurement Specialist (SMA Reporting)

Expert In Recruitment Solutions

  • Boston, MA
  • 30+ days ago

    Highlights

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

    Numbers & Facts

    LocationBoston, MA

    Description

    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

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