Investment Perf & Analytics Analyst (Hybrid)
Milwaukeeonsitemid
Posted today · via Workday
About this role
Primary Duties and Responsibilities Helps analyze investment performance data and communicate with senior management, field, and home office teams. Assist in performance reporting projects to identify and fix reporting defects. Prioritize performance reporting enhancements based on multiple sources of feedback. Performs data quality checks and works to resolve errors in data with the vendor(s). Produce and validate marketing materials used by the Field to define our Advisory models/strategies. Loading data to Field analytical tools such as Morningstar and Ycharts to assist in quantitative analysis.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
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