Job Description
**Performance Analyst Team Leader**
Chicago Performance Analyst Full-Time
The role of the Team Leader is to provide daily oversight to the Performance Analyst team at Marquette Associates. **Job responsibilities will include, but are not limited to:**
- Monitor and ensure data integrity for performance system, calculations, and output
- Ensure data accuracy by completing monthly and quarterly audits of performance analyst work
- Develop and maintain master production schedule for performance analyst team
- Develop new and refine existing process and control procedures to increase effectiveness of performance analyst team
- Regularly monitor performance analyst Hub scores and manage workload and transitions accordingly
- Partner with Pod leaders and senior client analysts to transition clients to new performance analysts, solicit Pod approvals, communicate transitions
- Partner with the directors of Research to communicate and coordinate transition plans for performance analysts who accept roles on the Research team
- Adhere to client deadlines, new client onboarding and continual refinement of product formats
- Lead recommendations for performance analyst training and development, implement training
- Host regular meetings and/or training sessions to discuss learning opportunities and/or changes in performance analyst processes
- Be available to answer day-to-day questions as they come up
- Build library of training videos for performance analyst tasks
- Provide feedback and regularly check in with CA Team Leader(s), Pod Leaders, Human Resources, and other members of the leadership team
- Complete peer reviews for performance analysts during Marquettes twice-annual performance review cycles as needed
- Conduct quarterly one-on-one meetings with performance analysts to check in, discuss career pathing, and set short- and long-term goals
- Identify performance issues, liaison with Pod leaders to correct, put on performance improvement plans as needed
- Partner with Human Resources to execute and manage performance improvement plans as needed; review performance analysts work diligently if put on PIP
- Assist/advise on promotions to senior performance analyst and associate client analyst
- Actively participate in the year-round performance analyst recruitment effort, including but not limited to: screening resumes, conducting video or in-person interviews, providing and soliciting feedback, and ensuring Marquette establishes a pipeline of well-rounded and diverse performance analysts
- Manage and regularly revise new performance analyst onboarding
- Plan and execute 2-week preparation period and 3-week training sessions for all new PAs (5 weeks total commitment)
- Oversee and manage PA Training Committee (~4 members)
- Participate in and provide data and relevant information during regular Oversight Committee meetings
- Partner with PA research program lead (Dave Hernandez) to check in and ensure the PAs are meeting goals and program requirements
- Work with Information Technology team to continuously update workflow enhancements in the Hub
- *Qualifications:**
- Bachelors degree in Finance or related field and at least three (3) years of relevant experience
- Knowledge of investment industry (e.g., general financial markets knowledge, asset allocation, performance analysis, portfolio construction, investment policy, asset transfers and rebalancing)
- Proficient with Microsoft Office; advanced Excel skillset is a plus
- Proven ability to learn new systems; experience with Investment Metrics (formerly InvestorForce) is a plus
- Professional communication and interpersonal skills, demonstrates attention to detail and highly organized
- Ability to multitask in a fast-paced environment and react to change positively
- Experience with financial reporting and/or legal, compliance functions
- Excellent interpersonal, negotiation, and conflict resolution skills
- Ability to act with integrity, professionalism, and confidentiality
Marquette Associates offers competitive benefits, including medical, dental and vision coverage; flexible spending plans for health care and dependent care; generous time off benefits; 401(k) plan with company match, and more.
***Marquette Associates is proud to be an Equal Opportunity Employer.***
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Job Tags
Full time, Temporary work, Flexible hours,