Investment Performance Analyst

The Investment Performance Analyst at New England Asset Management in Farmington, CT, is responsible for monitoring client performance reporting, maintaining GIPS Composites, and supporting verification efforts. The role includes fulfilling reporting needs, coordinating meetings, and assisting with performance data requests. The position is full-time and involves cross-training in other functional areas within a fixed income-focused asset management organization serving insurance clients.
This position is primarily responsible for monitoringand ensuring the accuracy of client performance reporting and the maintenanceand calculation of GIPS Composites, including coordinating and supporting theGIPS Verification efforts.

In addition, this role will be responsible forfulfilling periodic and ad-hoc reporting needs, which may include performanceand risk statistics, portfolio analytics requests, fundamental characteristics,and attribution.

This role would also be required to help with fulfilling RFP/Questionnairesrequests for performance data.

The Investment Performance Analyst coordinatesand chairs the Quarterly Performance Composite Committee Meeting and DiscretionReview Group (DRG).

Lastly, this rolewould be expected to cross-train and help across other functional areas andassist on other related projects as needed.

Join a fixed income-focused asset managementorganization serving insurance industry clients, delivering investmentsolutions alongside specialized services aligned to regulatory and reportingneeds.