Performance Analyst

Boston, MA
Competitive Salary and benefits
05 Oct 2018
04 Nov 2018
Industry Sector
Asset Management
Employment Type
Full Time

JOB DESCRIPTION: Performance Analyst

Eventide Asset Management, LLC is a Boston-based Registered Investment Adviser and serves as the Adviser to Eventide Mutual Funds. Eventide was founded in 2008 with a vision to provide high performance values-based investments for individuals, financial advisors, and institutions. Eventide is seeking a Performance Analyst to help serve our current and future products. The ideal candidate will have both expertise in performance reporting and passion for values-based investing.

The Performance Analyst will be responsible for calculating and presenting performance and risk metrics to the investment team.  These data will also be used for marketing support and due diligence questionnaires. The Analyst will interpret and communicate the return and risk reporting information to clients and internal partners for funds and models. The Analyst will understand and generate various equity and fixed income performance and risk measurement analyses, obtain data and analysis in accordance with established procedures, create spreadsheet macros, and develop reports based upon marketing needs.  In addition to the performance reporting responsibilities the analyst will also be contributing across many departments of this growing firm, including operations, marketing, and sales. The role has a diverse set of responsibilities, challenges, processes and stakeholders in a small, growing company and thus presents a unique opportunity for the right candidate to obtain broad investment industry experience.