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Performance Measurement Specialist (SMA Reporting)RIT Solutions • Boston, MA, US
Performance Measurement Specialist (SMA Reporting)

Performance Measurement Specialist (SMA Reporting)

RIT Solutions • Boston, MA, US
30+ days ago
Job type
  • Full-time
Job description

Performance Measurement Specialist

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 handling skills
  • Excellent communication and stakeholder management abilities
  • Experience with performance systems (e.g., PMAView or similar) preferred
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Performance Measurement Specialist (SMA Reporting) • Boston, MA, US

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