Manager; Investment Data Analyst​/Manager

Investment Performance Manager (Investment Data Analyst/Manager)

New York, NY

Compensation: up to $175k base plus bonus

Our client is a well‑respected $20‑plus billion global equity investment management firm with offices in New York and London, founded in 2003. The NYC team seeks a skilled data and performance analyst/manager with extensive experience working with global equities and long‑term investment strategies. This key role reports directly to the COO.

This is an exciting opportunity to join a preferred employer known for low staff turnover, high professionalism, competitive salaries, comprehensive benefits (including employer‑paid medical insurance), and genuine work‑life balance. It is a fully in‑office role (5 days per week) with perks such as a gym, a personal trainer, prepared lunches, and more.

• Create and manage performance reporting, risk analysis, attribution, characteristics, model portfolio simulation, and statistical analysis.
• Assist in developing and standardizing performance analytics for portfolios and GIPS composites, including working with external verification examiners.
• Build attribution reporting aligned with investment team strategies, including risk‑based attribution and ex‑ante risk analysis (simulation).
• Maintain screening tools to identify the investable universe based on parameters set by the investment team.
• Develop analytics for marketing and client service teams (characteristics, risk exposures, performance drivers, and detractors aligned with investment outlook).
• Enable broader risk analytics for investment strategies, including liquidity, country risk, and volatility reporting.
• Promptly respond to inquiries across all levels of the organization.
• Learn, manage, and optimize the firm’s research and data systems, evaluating off‑the‑shelf platforms and other customizable tools.
• Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools as needed.

• 5‑10 years of relevant experience in the investment management industry, including global equities, investment performance calculation, data analytics, and reporting.
• Deep expertise in quantitative investment performance analysis and reporting standards (e.g., GIPS, SEC).
• Advanced proficiency with Excel and Fact Set (required); ability to extract, analyze, and present data in charts, graphs, and tables.
• Experience with broader data platforms, utilizing AI and programming languages is a plus.
• Broad understanding of investment strategies, products, and asset classes, and how returns are calculated and evaluated.
• Proven ability to work independently and collaboratively.
• BS/BA in Business, Finance, or related field.
• Computer science or technical background preferred.
• Creative mindset with the ability to streamline existing workflows and design new ones.
• Energetic, enthusiastic personality with the ability to adapt, innovate, and be intellectually curious.

• Engaging analytical work with a high degree of autonomy and measurable impact.
• A warm, collaborative culture in a stable and long‑tenured environment.
• Competitive salary and annual performance bonus.
• Comprehensive benefits including employer‑paid medical coverage, 401(k) with match, generous PTO, in‑office gym, prepared lunches, and more.

Annual Salary: $150,000 – $175,000 (USD)