Verus is in search of a Senior Performance Analyst to join our Seattle or Pittsburgh office, or join remotely from the Chicago area until an office is established there. Candidates should be process-minded, detail oriented, flexible, and able to work in a fast-paced environment, with some knowledge of performance measurement and reporting.

The Senior Performance Analyst is primarily responsible for performance calculation and report production of our most complex client portfolios.  Senior Performance Analysts act as a constant resource for less experienced analysts, offering mentorship, training, support, and quality control in the form of data and report reviews.  Individuals in this role are expected to stabilize essential group functions by leading aspects of important processes/deliverables and having working knowledge of other essential functions. 

Essential Functions: 

• Expertise on each assigned client portfolio by tracking, monitoring and calculating performance and producing monthly and quarterly performance reports.   

• Assist consultants and clients by providing exceptional support to meet their needs  

• Mentoring and training less tenured analysts on complex portfolios to expand knowledge base of our most difficult plans, extensive quality control for “collaborative” reporting clients.  Collaborative reporting clients are typically high-fee, complex portfolios  

• Formal and informal training of new analysts, knowledge center and support for all analysts  

• Peer-review monthly data calculations and deliverables ensuring accuracy and timeliness  

• Manage cross-functional projects  

• Liaise with Director of Performance Analytics  

• Process leadership 

Prerequisites:  

• Bachelor’s degree, preferably in Finance, Economics or Accounting; Business emphasis is a plus 

• 5 years commensurate work experience with performance reporting and calculation, preferably with an institutional consulting firm  

• Experience with InvestmentMetrics or InvestorForce performance calculation software a plus 

• Experience with programming languages (Microsoft VBA, SQL) a plus  

• CIPM designation, or interest, a plus 

Salary:  

$70,000-$115,000 annual  

Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration. 

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 13 paid holidays; and 15 days of paid time off the first year of employment. 

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.  

To apply, please visit our Verus Career Website: https://www.verusinvestments.com/careers/  

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status. 


Qualifications

• Bachelor’s degree, preferably in Finance, Economics or Accounting; Business emphasis is a plus 

• 5 years commensurate work experience with performance reporting and calculation, preferably with an institutional consulting firm  

• Experience with InvestmentMetrics or InvestorForce performance calculation software a plus 

• Experience with programming languages (Microsoft VBA, SQL) a plus  

• CIPM designation, or interest, a plus