Boly:Welch
Join to apply for the
Performance Analyst
role at
Boly:Welch
Find out more about this role by reading the information below, then apply to be considered. 3 days ago Be among the first 25 applicants Join to apply for the
Performance Analyst
role at
Boly:Welch Get AI-powered advice on this job and more exclusive features. Bachelor’s degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in wealth management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Your New Role Take the next step in your wealth management career and utilize your rigorous attention to detail in combination with your invaluable experience as our client’s next Performance Analyst! In this role you’ll be responsible for collecting and inputting financial and performance data for client portfolios, calculating and analyzing investment returns and risk metrics, and producing recurring and ad-hoc performance reports. Your innate methodical nature will be critical to thriving in this role, as you support the development and implementation of performance measurement methodologies, respond to performance-related queries from clients and portfolio managers, and compare portfolio performance against benchmarks and industry standards. Success in this role requires a broad range of technical proficiencies, strong organizational skills, and an efficacious ability to communicate effectively with internal and external audiences. This is a fully on-site role with paid parking. Your New Organization This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high-net-worth clients. They’ve got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their value-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types. Some of the generous benefits include health, vision, life and disability insurance, employee assistance program, PTO, profit-sharing plan, and a potential for an annual bonus! Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity. Interested in seeing more positions like this? Click here. Please Note Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role. We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application! Local candidates are strongly encouraged to apply! Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
Job functionResearch, Analyst, and Information Technology Referrals increase your chances of interviewing at Boly:Welch by 2x Inferred from the description for this job Medical insurance Vision insurance Disability insurance Get notified about new Performance Analyst jobs in
Portland, OR . Portland, OR $134,380.00-$242,040.00 1 week ago Beaverton, OR $30.00-$35.00 13 minutes ago Business Analyst I (User Subject Matter Expert) Portland, OR $59,562.00-$89,057.00 6 months ago Portland, Oregon Metropolitan Area $85,000.00-$100,000.00 17 hours ago Cards Business Analyst - C71789 5.2 Beaverton, ORSenior Software Manager - Data Center Performance Hillsboro, OR $272,000.00-$471,500.00 3 weeks ago Amendments Operations and Policy Analyst (Operations and Policy Analyst 1) (In-office) Portland, OR $90,000.00-$110,000.00 22 hours ago Portland, OR $60,000.00-$100,000.00 3 days ago Portland, OR $75,000.00-$120,000.00 6 days ago Portland, OR $60,000.00-$85,000.00 3 days ago Policy and Fiscal Manager (Operations and Policy Analyst 4) Portland, Oregon Metropolitan Area $7,353.00-$10,827.00 4 days ago Portland, OR $60,000.00-$85,000.00 22 hours ago Portland, OR $60,000.00-$85,000.00 22 hours ago SAP - Production Planning - PP - Senior - Consulting - Location OPEN Portland, OR $102,500.00-$187,900.00 1 week ago SAP - Procurement PTP Manager - Tech Consulting - Open Location Portland, OR $141,200.00-$258,900.00 5 days ago Operations Analyst Subject Matter Expert Portland, OR $100,000.00-$102,000.00 2 weeks ago Analyst II, Credit Risk - Wallets and Partnerships We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Performance Analyst
role at
Boly:Welch
Find out more about this role by reading the information below, then apply to be considered. 3 days ago Be among the first 25 applicants Join to apply for the
Performance Analyst
role at
Boly:Welch Get AI-powered advice on this job and more exclusive features. Bachelor’s degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in wealth management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Your New Role Take the next step in your wealth management career and utilize your rigorous attention to detail in combination with your invaluable experience as our client’s next Performance Analyst! In this role you’ll be responsible for collecting and inputting financial and performance data for client portfolios, calculating and analyzing investment returns and risk metrics, and producing recurring and ad-hoc performance reports. Your innate methodical nature will be critical to thriving in this role, as you support the development and implementation of performance measurement methodologies, respond to performance-related queries from clients and portfolio managers, and compare portfolio performance against benchmarks and industry standards. Success in this role requires a broad range of technical proficiencies, strong organizational skills, and an efficacious ability to communicate effectively with internal and external audiences. This is a fully on-site role with paid parking. Your New Organization This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high-net-worth clients. They’ve got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their value-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types. Some of the generous benefits include health, vision, life and disability insurance, employee assistance program, PTO, profit-sharing plan, and a potential for an annual bonus! Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity. Interested in seeing more positions like this? Click here. Please Note Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role. We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application! Local candidates are strongly encouraged to apply! Seniority level
Seniority levelEntry level Employment type
Employment typeFull-time Job function
Job functionResearch, Analyst, and Information Technology Referrals increase your chances of interviewing at Boly:Welch by 2x Inferred from the description for this job Medical insurance Vision insurance Disability insurance Get notified about new Performance Analyst jobs in
Portland, OR . Portland, OR $134,380.00-$242,040.00 1 week ago Beaverton, OR $30.00-$35.00 13 minutes ago Business Analyst I (User Subject Matter Expert) Portland, OR $59,562.00-$89,057.00 6 months ago Portland, Oregon Metropolitan Area $85,000.00-$100,000.00 17 hours ago Cards Business Analyst - C71789 5.2 Beaverton, ORSenior Software Manager - Data Center Performance Hillsboro, OR $272,000.00-$471,500.00 3 weeks ago Amendments Operations and Policy Analyst (Operations and Policy Analyst 1) (In-office) Portland, OR $90,000.00-$110,000.00 22 hours ago Portland, OR $60,000.00-$100,000.00 3 days ago Portland, OR $75,000.00-$120,000.00 6 days ago Portland, OR $60,000.00-$85,000.00 3 days ago Policy and Fiscal Manager (Operations and Policy Analyst 4) Portland, Oregon Metropolitan Area $7,353.00-$10,827.00 4 days ago Portland, OR $60,000.00-$85,000.00 22 hours ago Portland, OR $60,000.00-$85,000.00 22 hours ago SAP - Production Planning - PP - Senior - Consulting - Location OPEN Portland, OR $102,500.00-$187,900.00 1 week ago SAP - Procurement PTP Manager - Tech Consulting - Open Location Portland, OR $141,200.00-$258,900.00 5 days ago Operations Analyst Subject Matter Expert Portland, OR $100,000.00-$102,000.00 2 weeks ago Analyst II, Credit Risk - Wallets and Partnerships We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr