Investment Performance Analyst at AssetMark · Phoenix, AZ · Joined
A
Investment Performance Analyst
AssetMark · Phoenix, AZ · Just now · 0 applicants
NewHybridFull-timeSenior
Pay
$75k–$85kListed
Workplace
Hybrid
Job type
Full-time
Level
Senior
Source: jobright · Posted by joined-scrapper
About the role
AssetMark is hiring an Investment Performance Analyst to own performance oversight for one investment platform. The role ensures accurate performance data and reporting, strengthens operational controls, and supports modernization initiatives, requiring strong analytical skills and extensive investment operations experience.
What you’ll do
Own performance oversight for one investment platform
Serve as backup for the other investment platform
Support accurate investment performance data and reporting
Strengthen operational controls and workflows
Contribute to cross-functional initiatives to modernize performance capabilities
Manage recurring production deadlines and prioritize competing requests
What you’ll need
Strong analytical skills and advanced proficiency with Microsoft Excel
Excellent written and verbal communication skills
Strong organization and follow-through
Bachelor's degree required
At least five years of investment operations experience, including three in performance measurement or reporting
CIPM designation or progress toward it and legal authorization to work in the US
Original job description
AssetMark Financial Holdings, Inc. is hiring an Investment Performance Analyst to own performance oversight for one investment platform and serve as backup for the other. The role supports accurate investment performance data and reporting, strengthens operational controls and workflows, and contributes to cross-functional initiatives to modernize…