Senior Investment Performance Measurement Specialist (Fully Remote)

About the role

A fully remote, full-time Senior Investment Performance Measurement Specialist is sought to oversee investment return calculations, performance reporting, benchmark comparisons and performance data quality. The role ensures performance information is reliable, consistent and aligned with industry standards, supporting investment managers and stakeholders with accurate insights.

Key responsibilities

• Calculate, validate and report investment performance across equity, fixed-income, multi-asset and alternative portfolios, using time-weighted and money-weighted returns
• Monitor returns against benchmarks and investment objectives, and review daily, monthly, quarterly and annual results
• Reconcile valuations, holdings, transactions, cash flows, income, fees and corporate actions, and investigate unusual returns and data inconsistencies
• Coordinate with portfolio management, operations, finance, risk and data teams to resolve reporting issues
• Maintain benchmark data, portfolio classifications, composites and historical records, and support performance attribution analysis
• Review treatment of management fees, transaction costs, taxes and other adjustments
• Prepare performance reports, dashboards and presentations for portfolio managers, senior management, investment committees and clients
• Ensure methodologies are documented and controlled, support GIPS compliance where applicable, and assist audits and client due diligence
• Identify automation opportunities and monitor industry developments to improve reporting

Required profile

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field
• Typically 5+ years of experience in investment performance measurement, portfolio reporting, performance analytics or investment operations
• Experience measuring performance across multiple asset classes, including equities and fixed income
• Strong analytical and problem-solving skills, attention to detail, and excellent communication and report-writing skills
• Ability to work independently and meet multiple reporting deadlines in a fully remote environment

Required skills

• Knowledge of TWR, MWR, annualized returns, composite performance, performance attribution and risk-adjusted metrics
• Familiarity with GIPS standards is highly desirable
• Portfolio management systems, performance platforms, benchmark databases or financial data providers
• Advanced Excel; SQL, Python or Power BI is an advantage
• CFA, CIPM or equivalent credentials are desirable

What we offer

• Competitive compensation aligned with experience and expertise
• Fully remote working arrangements
• Professional development and support for investment qualifications
• Opportunities to contribute to reporting automation and analytics improvements

To apply, send an updated CV by email with examples of performance reporting projects, calculation issues resolved and improvements made to data accuracy and reporting efficiency.