The Senior Performance Specialist will engage with clients to provide tailored financial solutions related to performance measurement and analytics. Responsibilities include analyzing investment portfolios, executing managed services, and collaborating with various stakeholders to optimize workflows and ensure data quality. The role demands knowledge of the asset management industry and the ability to communicate effectively with investment professionals.

The Senior Performance Specialist will manage performance measurement and analytics for clients in the asset management sector, collaborating with stakeholders to deliver solutions and optimize workflows. This involves analyzing financial data, ensuring quality execution of production processes, and acting as an escalation point for internal teams. Required skills include financial product knowledge, proficiency in Excel, and strong analytical abilities.

The Senior Associate Specialist will oversee day-to-day operations of the Customer Support Team, manage client inquiries, collaborate with cross-functional teams, mentor staff, ensure implementation tasks are completed accurately, and maintain a product knowledge base.