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Performance Measurement Specialist (SMA Reporting)

Company

Expert In Recruitment Solutions

Location

Boston, Massachusetts, United States

Type

Full-time

Our client, a top tier management consulting company, is seeking a Performance Measurement Specialist to support the Custom SMA team. This role focuses on delivering accurate client performance reporting, ensuring data integrity, and supporting ongoing reporting needs during a key transition period.

Key Responsibilities:

  • Prepare and deliver monthly/quarterly client performance reports

  • Perform and validate performance calculations (returns, benchmarks, disclosures)

  • Support custom SMA reporting and ad-hoc client requests

  • Ensure accuracy and consistency of data across reports

  • Collaborate with investment, operations, and technical teams


Requirements:


  • Experience in performance measurement/reporting within asset management

  • Strong knowledge of performance calculations and reporting standards

  • Advanced Excel and data handli...

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