Performance Engineer – Performance Analytics

• Investigate and reconcile account-level and benchmark performance data across internal models, benchmark systems, and custodian data
• Analyze benchmark definitions, blending logic, and drifted allocations to ensure consistency with expected outcomes
• Build diagnostic scripts in Python and structured queries in SQL to isolate and document root causes of deviations
• Collaborate with engineers to translate findings into long-term system updates and validation rules
• Develop and maintain data-quality dashboards, audit trails, and investigative documentation
• Partner with portfolio management, operations, and engineering teams to improve transparency and trust in performance reporting
• Analyze differences between modeled and actual portfolio returns and conduct performance attribution
• Identify root causes, validate fixes, and strengthen performance analytics

Requirements

• Minimum of 3+ years of experience in investment analytics, portfolio accounting, or data engineering/analytics
• Proficiency in Python and SQL
• Strong analytical and problem-solving skills with exceptional attention to detail
• Comfortable working in fast-moving, high-accountability environments where accuracy and speed both matter
• Solid understanding of investment performance concepts, including returns, benchmarks, attribution, and reconciliation
• Bachelor’s or Master’s degree in Finance, Accounting, Mathematics, Computer Science, or a related quantitative field (preferred)
• 5 years of experience in investment analytics, portfolio accounting, or data engineering/analytics (preferred)
• Experience with data visualization or workflow automation tools is a plus

Core Competencies

Demonstrates expertise in investment analytics and performance reporting, utilizing strong skills in Python and SQL to analyze and reconcile data. Capable of developing data-quality dashboards and collaborating with cross-functional teams to enhance transparency and accuracy in performance metrics.

Highest-signal resume keywords

• Python Programming
• SQL Proficiency
• Investment Performance Analysis
• Data Quality Management
• Analytical Problem-Solving

ATS Optimization Keywords

Hard Skills

• Investment Analytics
• Portfolio Accounting
• Data Engineering
• Performance Attribution
• Benchmark Analysis
• Data Reconciliation
• Diagnostic Scripting
• Structured Querying
• Data Visualization
• Workflow Automation

Soft Skills

• Attention to Detail
• Collaboration
• Adaptability
• Communication
• Problem-Solving

Certifications & Qualifications

• Bachelor’s Degree in Finance
• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Mathematics
• Bachelor’s Degree in Computer Science
• Master’s Degree in Finance
• Master’s Degree in Accounting
• Master’s Degree in Mathematics
• Master’s Degree in Computer Science

Industry Keywords

• Investment Performance Concepts
• Benchmark Systems
• Custodian Data
• Performance Reporting
• Audit Trails