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Performance Specialist (Asset Management)

Jobs via Dice
Smithfield, RI Full Time
POSTED ON 4/17/2026
AVAILABLE BEFORE 5/16/2026
Dice is the leading career destination for tech experts at every stage of their careers. Our client, JBS Technologies, is seeking the following. Apply via Dice today!

Performance Specialist

calculating, analyzing, and reporting on the investment performance of portfolios.

Required Qualifications

  • Strong experience in investment performance measurement and analytics
  • Solid understanding of performance calculations (e.g., returns, attribution, benchmarking)
  • Experience working with SMA (Separately Managed Accounts) or similar investment products
  • Proficiency in Excel (advanced functions, data manipulation, reporting)
  • Strong data management and validation skills
  • Ability to communicate effectively with both technical teams and investment professionals

Preferred Qualifications

  • Experience with performance systems/tools (e.g., FactSet, Bloomberg, Eagle, etc.)
  • Background in asset management, wealth management, or financial services
  • Exposure to client reporting and marketing performance materials

Salary.com Estimation for Performance Specialist (Asset Management) in Smithfield, RI
$77,678 to $98,063
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