What are the responsibilities and job description for the Analyst, Performance position at NISA Investment Advisors, LLC?
Overview
NISA Investment Advisors, LLC (NISA) partners with world-leading organizations to design, develop, and manage highly customized, risk-controlled investment strategies across fixed income, equities, and derivatives. With $483 billion assets under management ($299 billion in physical assets and $184 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. At NISA, we foster a culture that supports both personal and professional growth, providing opportunities to learn from experienced professionals while contributing meaningful work from the outset. We seek candidates who demonstrate strong quantitative and analytical skills, intellectual curiosity, and a collaborative mindset to join our growing teams.
Responsibilities
As an Analyst in the Performance Group, you will support production, review, and analysis of investment performance for NISA’s portfolios as well as maintaining the performance data required to claim compliance with the Global Investment Performance Standards (GIPS®). You will learn the calculation and composite workflows, partner with Senior Analysts and Managers, and collaborate with Portfolio Management, Client Services, and other cross functional groups to deliver investment performance and analytics on a wide array of investment strategies.
Responsibilities Include
NISA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
NISA Investment Advisors, LLC (NISA) partners with world-leading organizations to design, develop, and manage highly customized, risk-controlled investment strategies across fixed income, equities, and derivatives. With $483 billion assets under management ($299 billion in physical assets and $184 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. At NISA, we foster a culture that supports both personal and professional growth, providing opportunities to learn from experienced professionals while contributing meaningful work from the outset. We seek candidates who demonstrate strong quantitative and analytical skills, intellectual curiosity, and a collaborative mindset to join our growing teams.
Responsibilities
As an Analyst in the Performance Group, you will support production, review, and analysis of investment performance for NISA’s portfolios as well as maintaining the performance data required to claim compliance with the Global Investment Performance Standards (GIPS®). You will learn the calculation and composite workflows, partner with Senior Analysts and Managers, and collaborate with Portfolio Management, Client Services, and other cross functional groups to deliver investment performance and analytics on a wide array of investment strategies.
Responsibilities Include
- Run daily, monthly, and quarterly performance production for assigned portfolios and composites
- Investigate routine exceptions and escalate substantive items to Senior Analysts and Managers
- Support composite maintenance and related documentation
- Use workflows in EAGLE, Vermilion, K2, and NISA’s web-based Performance Portal to audit and report performance; learn the upstream and downstream system context
- Contribute to performance documentation, procedures, and SharePoint content
- Contribute and/or support senior members with quantitative analysis
- Perform ad hoc analysis or develop rapid response solutions to problems or processes
- Participate in cross-functional projects involving various NISA workstreams by providing business requirements, contributing to the solutions, and effectively communicating with highly technical peers, project managers, and performance analysts
- Perform other duties as assigned to support team and firmwide priorities
- Bachelor's degree in a related field from a four-year college or university or relevant industry related experience
- 0–3 years of relevant experience; investment performance, operations, or analytical internships preferred
- Basic understanding of investment products, financial markets, and investments
- Strong analytical and quantitative skills, attention to detail, and intellectual curiosity
- Effective written and verbal communication
- Proficiency with Microsoft 365 and SharePoint; openness to performance platforms (EAGLE Performance System is preferred), Vermilion, and AI-assisted tools used within firm controls
- Experience or interest in learning technologies for statistical analysis and data management (Excel VBA, SQL, etc.)
- Achieved or willing to work toward a professional designation is preferred (i.e. CFA, CIPM, CAIA, etc.)
NISA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.