An established Boston-based investment manager is expanding its Enterprise Data & Analytics team and is seeking a Performance & Portfolio Data Associate. The role provides hands-on exposure to investment performance, portfolio analytics, and firmwide reporting initiatives within a collaborative, high-quality investment environment.

The Role

This position supports investment, sales, and client service teams through portfolio analysis, performance reporting, and data-driven insights. The associate will work closely with experienced analytics professionals and contribute to initiatives focused on reporting accuracy, attribution analysis, and data quality.

What You’ll Do

• Analyze client and prospective portfolios and compare results against proposed investment strategies
• Prepare asset allocation, income, and portfolio characteristic analysis to support sales and client teams
• Use tools such as FactSet, Bloomberg, and Morningstar to classify holdings and validate performance data
• Support performance reporting, attribution analysis, and responses to RFP/RFI and client inquiries
• Assist with GIPS-related reviews and contribute to cross-team analytics and data initiatives

What We’re Looking For

• Education in Finance, Economics, Accounting, Mathematics, or a related field
• Experience in investment performance, portfolio analytics, client reporting, or a related investment role
• Strong Excel skills and comfort working with financial and investment data
• Experience with investment analytics platforms (FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar)
• Familiarity with performance attribution concepts; GIPS exposure is a plus
• Detail-oriented, collaborative, and able to manage multiple priorities in a fast-paced environment

This role is well-suited for an early-career professional looking to build a strong foundation in investment analytics and performance within an asset management platform.