Performance Reporting Analyst

Waltham, Massachusetts, USA Temporary/Contract
$ 30 - $ 34 per hour 05-18-2026 15:22:21 Job ID: FT1459541AM_1779117741

About the Role

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Performance Reporting Analyst – Hybrid / Waltham, MA
Our client, a financial services organization, is seeking a Performance Reporting Analyst to support portfolio reporting and data-related functions. This role focuses on reviewing investment performance data, supporting internal stakeholders, and ensuring the accuracy and consistency of reporting outputs in a collaborative, fast-paced environment.

Responsibilities

  • Review and analyze performance data at the account and group level
  • Monitor reporting data for accuracy and reasonableness
  • Support internal teams with performance-related questions and reporting requests
  • Assist with reconciliations and investigation of data discrepancies
  • Maintain reporting standards and support compliance-related requirements
  • Identify opportunities to improve reporting processes and workflows
  • Collaborate with cross-functional teams to resolve data and reporting issues

Qualifications

  • Bachelor’s degree required
  • 3+ years of experience in fund performance reporting
  • GIPS experience preferred
  • Experience with SQL or similar tools preferred

FT1459541AM_1779117741

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