Client Reporting - Performance Analyst

Description

The Performance Measurement Team is responsible for the quality and accuracy of client account performance visible to internal and external clients via the Private Banks’ online client applications as well as through various reporting mediums. The Performance team validates performance at several different levels including, total group, account, asset class, sub-asset class, and security level. The team also responds to any internal questions specific to a client’s performance and/or account to benchmark assignments.

The group works closely with the Banking and Product teams, Investment Counselors, Portfolio Managers, Operations, Technology, and other Global Client Reporting teams.

The Performance Reporting analyst will work to support the overall function of the regional Performance Team, which is part of the overall Client Reporting Group. The analyst will apply analytical thinking and knowledge of data analysis tools and methodologies...