Performance Analyst

Boston, Massachusetts (US)
Salary, Bonus + Educational Reimbursement
08 Jul 2021
06 Sep 2021
Job Function
Performance Analysis
Employment Type
Full Time


The Performance Analyst will be responsible for calculating, reviewing and reporting on performance for all GW&K investment strategies and their benchmarks.


  • Calculate, review and disseminate performance and related data to be used in internal reporting, marketing materials and custom client reporting.
  • Validate underlying data used in the performance calculation and work with various groups (Operations, Client Service, IT) to resolve any issues or discrepancies.
  • Analyze individual account performance to identify reasons performance may be out of line with the composite and/or benchmark.
  • Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients.
  • Maintain compliance with the GIPS standards, participate in annual GIPS verification, update and review all GIPS compliant materials and keep abreast of changes in the Standards.
  • Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs.
  • Willingness to expand role in the group to assist with custom client requests, product and competitor research, data and automation used in Seismic.
  • Assist the Performance and Analytics group with various special projects and initiatives.
  • Continuously look for ways to enhance outputs and streamline processes and procedures to improve efficiency and accuracy.


  • Bachelor’s degree, preferably in business, finance, or economics.
  • 3+ years of relevant experience in a Performance Analyst role.
  • CIPM, CFA or progress towards is preferred.
  • Exceptional working knowledge of Excel, experience with SQL and Tableau very helpful.
  • Working knowledge of GIPS standards.
  • Must be detail oriented, possess strong organizational skills and work well under pressured time constraints while meeting strict deadlines.
  • Strong team orientation but also self-motivated and able to complete projects independently.
  • Demonstrated desire to further develop industry and market knowledge.
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