What are the responsibilities and job description for the Investment Performance Analytics Manager (Investment Fund) position at Right Executive Search, LLC?
Invetsment Performance Manager (Investment Data Analyst/Manager)
New York, NY
Compensation: $160k -$175k base plus significant bonus
Please note: Investment management and/or hedge fund industry experience is required
Our client is a well-respected $20 plus billion global equity investment management firm with offices in New York and London, established in 2003. The NYC team seeks a skilled data and performance analyst/manager with extensive experience working with global equities and long-term investment strategies. This key role reports directly to the COO.
This is an exciting opportunity to join a preferred employer known for low staff turnover due to high professionalism, competitive salaries, comprehensive benefits (including employer-paid medical insurance), and genuine work-life balance. This is a fully in-office role (5 days per week) with excellent perks, including a gym in the office, a personal trainer on staff, prepared lunches, and more.
Key Responsibilities of the Investment Performance Manager
- Create and manage performance reporting, risk analysis, attribution, characteristics, model portfolio simulations, and statistical analysis
- Assist in developing and standardizing performance analytics for portfolios and GIPS composites, including support for external verification exams
- Build attribution reporting aligned with investment team strategies, including risk-based attribution and ex-ante risk analysis
- Maintain and enhance screening tools to define the investable universe based on investment team parameters
- Develop analytics for marketing and client service teams, including characteristics, risk exposures, performance drivers, and detractors
- Support broader risk analytics across investment strategies, including liquidity, country risk, and volatility reporting
- Respond promptly to analytical and data-related inquiries across all levels of the organization
- Learn, manage, and optimize research and data systems, including evaluating third-party platforms and customizable tools
- Streamline workflows and help design new processes through automation, system enhancements, and integration of advanced tools
Qualifications of the Invetsment Performance Manager
- 5-8 years of relevant experience in the investment management industry, including global equities, performance calculation, data analytics, and reporting
- Deep expertise in quantitative performance analysis and reporting standards (e.g., GIPS, SEC requirements)
- Advanced proficiency with Excel and FactSet (required), including data extraction, analysis, and presentation
- Experience with broader data platforms, AI tools, or programming languages is a plus
- Strong understanding of investment strategies, asset classes, and return evaluation methodologies
- Proven ability to work independently while collaborating effectively with cross-functional teams
- Bachelor’s degree in Business, Finance, or a related field
- Computer science or technical background preferred
- Creative, process-oriented mindset with the ability to improve and redesign workflows
- Energetic, adaptable, and intellectually curious professional
What the Position Offers
- Engaging, high-impact analytical work with a high degree of autonomy
- Warm, collaborative culture within a stable, long-tenured organization
- Competitive salary plus annual performance bonus
- Comprehensive benefits including employer-paid medical coverage, 401(k) with match, generous PTO, in-office gym, prepared lunches, and more
Salary : $165,000 - $175,000