What are the responsibilities and job description for the Performance Manager (Investment Data Analyst) position at Cooperidge Consulting Firm?
Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B Global Equity Investment Management Firm in New York, NY.
Reporting directly to the COO, this key role is responsible for the integrity and evolution of the firm’s performance reporting, risk analytics, and attribution frameworks. The Manager will act as a strategic bridge between the investment team and client services, providing sophisticated data simulations and ensuring global compliance standards (GIPS). This is a rare opportunity to join a stable, prestigious firm known for its high professionalism, intellectual curiosity, and elite employee perks.
Job Responsibilities
- Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis.
- Risk Analytics: Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting.
- Compliance & GIPS: Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance.
- Investment Support: Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team.
- Client Service Analytics: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors.
- System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows.
- Statistical Simulation: Manage model portfolio simulations and detailed statistical analysis to support long-term investment outlooks.
- Bachelor’s degree in Finance, Business, or Computer Science is required.
- Technical or programming background (Python/SQL) is highly preferred.
- CIPM or CFA designation is a significant advantage.
- Minimum of five (5) to ten (10) years of relevant experience in Investment Management.
- Extensive experience with Global Equities and long-term investment strategies.
- Deep expertise in GIPS and SEC reporting standards.
- FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables.
- Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled.
- Process Design: Proven ability to use programming or AI tools to automate legacy workflows.
- Comprehensive health, vision, and dental insurance plans
- Life insurance coverage
- 401(k) retirement plan with company matching contributions
- Paid time off including vacation, sick leave, and holidays
- Opportunities for career growth and advancement