What are the responsibilities and job description for the portfolio Performance Specialist position at KPG99 INC?
Title: Performance Specialist
Location: Open (Local/nearby candidates preferred; must be able to travel to Smithfield, RI as needed – travel and accommodation will be covered)
Duration: 9 Months contract
Contract W2
Role Overview
Client is seeking a Performance Specialist to support its Performance Measurement & Analytics team, specifically aligned with the Custom SMA (Separately Managed Accounts) business.
This role is critical to maintaining continuity of client reporting, performance analytics, and marketing deliverables during a transition period following the retirement of a senior performance lead.
Key Responsibilities
- Perform portfolio performance calculations and ensure accuracy across client reporting
- Support custom SMA reporting and analytics deliverables for internal and external stakeholders
- Manage and validate performance data, ensuring consistency and integrity
- Partner with investment professionals, marketing teams, and technology teams
- Assist in creation and maintenance of client-ready reports and presentations
- Troubleshoot discrepancies and ensure timely resolution of performance-related issues
- Maintain documentation of methodologies, processes, and reporting standards
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
Additional Notes
- Role requires strong attention to detail and ownership mindset
- Must be comfortable working in a fast-paced, client-facing environment
- Travel to Smithfield, RI may be required occasionally