Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Performance and Analytics Analyst role supports performance measurement and financial analytics for a leading investment management firm, impacting reporting accuracy and process improvements.
Responsibilities and impact
The analyst calculates fund performance metrics, builds complex Excel models, uses Alteryx for data workflows, analyzes large datasets with visualization tools, supports investor reporting, collaborates cross-functionally, and identifies automation opportunities.
Experience and skills
Requires strong proficiency in Alteryx, advanced Excel skills including financial modeling, understanding of private equity and hedge fund metrics, strong analytical and communication skills, and ability to manage multiple projects.
Company information
The hiring company is a leading investment management firm managing over $40 billion in assets under management.
Team overview
The analyst will join the Performance Reporting and Analytics team, collaborating with FP&A, Treasury, and Investments teams.
Job location and travel
The position is hybrid based in New York City (NYC).
Unique job features
The role offers hands-on opportunities with complex Excel modeling, Alteryx automation, and use of advanced data visualization tools like Tableau and Power BI.
Company overview
Dynamics Executive Search is a specialized recruitment firm that focuses on connecting top-tier talent with leadership roles across various industries. The company generates revenue by providing executive search and placement services, often working on a retained or contingency basis with client organizations seeking to fill critical positions. Established with a commitment to delivering tailored solutions, Dynamics Executive Search has built a reputation for its deep industry insights, extensive professional networks, and a personalized approach to matching candidates with opportunities. Candidates should be aware of the firm's emphasis on confidentiality, precision, and long-term partnerships with both clients and executives.
How to land this job
Tailor your resume to highlight advanced Excel skills, especially financial modeling and VBA/Macros, as well as strong proficiency in Alteryx to showcase your ability to automate data workflows and improve reporting accuracy.
Emphasize your experience with private equity or hedge fund performance metrics such as IRR, MoIC, and RoR, along with your capability to analyze large datasets and use visualization tools like Tableau, Power BI, or SQL for insightful reporting.
Apply through multiple platforms including the Dynamics Executive Search corporate website and LinkedIn to maximize your chances of being noticed for the Performance and Analytics Analyst role.
Connect with current employees in the Performance Reporting and Analytics division at Dynamics Executive Search on LinkedIn; initiate conversations by complimenting recent team achievements or asking about key challenges in performance measurement and reporting.
Optimize your resume for ATS systems by incorporating keywords from the job description such as 'Alteryx,' 'financial modeling,' 'IRR,' 'cash flow projections,' and 'automation' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate the application process, tailor your resume for ATS, identify multiple application channels, and find relevant LinkedIn connections, allowing you to focus your time on preparing for interviews and networking.
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