PPM America, Inc.
Performance & Attribution Associate
PPM America, Inc., Chicago, Illinois, United States, 60290
Performance Analytics Associate
PPM America, Inc. is a US-based institutional asset manager that has served clients since 1990. Our culture is built on hard work, straight talk, transparency, humility, and a team‑based approach that values debate, collaboration, and accountability. PPM has been recognized as one of the Best Places to Work in Money Management by Pensions & Investments in 2024, and we continue to attract professionals who exhibit humbleness, directness, and dedication.
Job Purpose The Performance Analytics Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Drawing on knowledge of portfolio‑management strategies and detailed performance analysis, the role writes performance commentaries, prepares portfolio summary reports for internal and external clients, updates non‑performance materials such as marketing presentations, and reviews processes to improve workflow and communication across business units.
Essential Responsibilities
Validate and publish performance attribution, analytics, and risk reports for stakeholders within and outside of the firm.
Analyze performance attribution contributors on security, sector, and other attributes, and produce portfolio commentary.
Provide reconciliation and analysis support for a performance attribution project.
In coordination with Marketing & Communications and Business Development, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
Deliver portfolio data extracts to internal and external clients as requested.
Maintain performance attribution reporting and analysis software, recommend enhancements, and interface with IT and development staff.
Use and develop desktop tools and database applications for data management, manipulation, and integrity.
Other Duties
Perform additional duties and projects as assigned.
Knowledge, Skills and Abilities
Proven ability to work effectively with a team in a fast‑paced environment.
Broad knowledge of investment products and accounting.
Excellent understanding of investment performance measurement, GIPS reporting principles, and attribution concepts.
High proficiency in Microsoft Office products.
Ability to prioritize and independently manage multiple assignments and client teams simultaneously.
Experience preparing reports, analysis, and presentations for management and clients.
Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct highly preferred.
Highly motivated self‑starter with a desire for professional growth.
Unquestionable professional integrity.
Qualifications
Bachelor’s Degree in Finance, Economics, or a related business discipline required.
Advanced degree or progress toward preferred.
3+ years of relevant work experience in the financial services sector required.
Industry designations such as CFA, CIPM, CPA upon hire preferred.
Benefits
Competitive salary and bonus.
Medical, dental, and vision coverage.
401(k) retirement plan with dollar‑for‑dollar matching up to 6% of salary.
Tuition and professional certification reimbursement.
Paid parental leave.
Adoption assistance.
Paid time off and holidays.
Paid time off to volunteer.
Equal Employment Opportunity PPM America, Inc. is an equal‑opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non‑job related disability, pregnancy or any other basis protected by federal, state or local law.
Base Pay $- $.
The base salary for this position may vary based on experience, knowledge, skills, and abilities.
In addition to base salary, the role is eligible for participation in the annual bonus program, compensated personal time off, health benefits, a 401(k) plan with matching and profit‑sharing contributions, and other benefit programs per company policy.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Human Resources
Industries Investment Management
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Job Purpose The Performance Analytics Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Drawing on knowledge of portfolio‑management strategies and detailed performance analysis, the role writes performance commentaries, prepares portfolio summary reports for internal and external clients, updates non‑performance materials such as marketing presentations, and reviews processes to improve workflow and communication across business units.
Essential Responsibilities
Validate and publish performance attribution, analytics, and risk reports for stakeholders within and outside of the firm.
Analyze performance attribution contributors on security, sector, and other attributes, and produce portfolio commentary.
Provide reconciliation and analysis support for a performance attribution project.
In coordination with Marketing & Communications and Business Development, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
Deliver portfolio data extracts to internal and external clients as requested.
Maintain performance attribution reporting and analysis software, recommend enhancements, and interface with IT and development staff.
Use and develop desktop tools and database applications for data management, manipulation, and integrity.
Other Duties
Perform additional duties and projects as assigned.
Knowledge, Skills and Abilities
Proven ability to work effectively with a team in a fast‑paced environment.
Broad knowledge of investment products and accounting.
Excellent understanding of investment performance measurement, GIPS reporting principles, and attribution concepts.
High proficiency in Microsoft Office products.
Ability to prioritize and independently manage multiple assignments and client teams simultaneously.
Experience preparing reports, analysis, and presentations for management and clients.
Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct highly preferred.
Highly motivated self‑starter with a desire for professional growth.
Unquestionable professional integrity.
Qualifications
Bachelor’s Degree in Finance, Economics, or a related business discipline required.
Advanced degree or progress toward preferred.
3+ years of relevant work experience in the financial services sector required.
Industry designations such as CFA, CIPM, CPA upon hire preferred.
Benefits
Competitive salary and bonus.
Medical, dental, and vision coverage.
401(k) retirement plan with dollar‑for‑dollar matching up to 6% of salary.
Tuition and professional certification reimbursement.
Paid parental leave.
Adoption assistance.
Paid time off and holidays.
Paid time off to volunteer.
Equal Employment Opportunity PPM America, Inc. is an equal‑opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non‑job related disability, pregnancy or any other basis protected by federal, state or local law.
Base Pay $- $.
The base salary for this position may vary based on experience, knowledge, skills, and abilities.
In addition to base salary, the role is eligible for participation in the annual bonus program, compensated personal time off, health benefits, a 401(k) plan with matching and profit‑sharing contributions, and other benefit programs per company policy.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Human Resources
Industries Investment Management
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