Performance & Attribution Analyst at Jackson

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Working at PPM America, Inc.

PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM’s values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.

Values

At PPM, our values are reinforced in our culture every day.  We act like owners.  Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients.  We are passionate about investment performance and driving results.  We are relentless in our efforts to provide best in class service.  We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do.  We work collaboratively with transparency and accountability.  We operate as a team.  We rely on each other, are accountable to each other, and respect each other.  We value differences and unique perspectives and embrace the principle that great ideas can come from anyone.  We embrace change.  We are not afraid to challenge the status quo in search of a better, smarter or faster solution.  We value learning, challenge ourselves and motivate others.  We are also committed to positively impacting our community.  As a firm, we invest time, experience and fundraising efforts with our non-profit partners. 

Portfolio Services

The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients’ investments and assets.  The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting.  Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting.  A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department.  Portfolio Services is centrally positioned to engage with all of PPM’s investment and administrative teams to meet the firm’s strategic objectives.  The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities.

Job Purpose

The Performance & Attribution Analyst supports the Performance Analytics team's activities in providing centralized and coordinated analysis and delivery of investment performance to a broad spectrum of PPM's business units and clientele. The Performance Analytics team leverages the firm's value proposition through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities. The Performance & Attribution Analyst compiles, verifies, and reports performance return and performance attribution results across a spectrum of investment strategies and client-focused requirements. This role involves data and information fulfillment activities for assigned portfolios and composites. In addition, performance-related support is required in augmenting materials such as marketing presentations, DDQ's, and RFP production support. Process and workflow understanding and assessment is required, as is a coordination of information flow and dissemination between multiple business units. This role involves significant interaction with internal clients such as Portfolio Managers, Quantitative Research, Risk, Management, Distribution, and Marketing. Some interaction with external clientele and market participants is expected as well.

Note: We are considering a broad range of candidates for this position and will fill one position at the analyst or associate level depending on the candidate's specific experience, skills, and qualifications as outlined below.

Essential Job Responsibilities

• Reconcile and prepare performance attribution reports for fixed income accounts through proprietary software, achieving tight tolerance and service level commitments.

• Analyzes performance attribution contributors on security, sector, and other relevant attributes and produces relevant portfolio commentary.

• Provides reconciliation and analysis support to ensure accurate reporting.

• Coordinates with Marketing & Communications and Global Client Group to prepare periodic portfolio reports including commentary, performance, and analytic summaries.

• Delivers portfolio data extracts to internal and external clients as requested.

• Interfaces with IT when and as applicable to ensure data integrity and systems optimization.

• Utilizes available desktop tools and database applications to leverage data management, data manipulation, and data integrity.

• Maintain performance attribution reporting and analysis software. Optimize various systems and applications and provide recommendations on enhancements and process improvements.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills & Abilities

Both levels

• General knowledge of investment products and accounting principles.

• Ability to prioritize and independently manage multiple assignments and clientele simultaneously.

• Ability to work in a high performing, team-based environment.

• Ability to reconcile portfolio activity and contribute to investment performance

• High attention to accuracy and detail.

• Strong written and verbal communication skills.

• Excellent computer skills with high proficiency in Microsoft Office products.

• Must be highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities.

• Unquestionable professional integrity.

Associate

• Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.

• Experience preparing reports, analysis, and presentations for management and clients.

Qualifications

Both levels

• Bachelor's Degree preferably in Finance, Economics, or business-related discipline, required.

• Experience with Blackrock’s Aladdin platform and sub-applications (Trade Entry, Dashboard, Cash tools), Wall Street Office, and SS&C’s Precision preferred.

• Experience in using various Microsoft Office tools used for visualization and developing content (PowerBI, Python, Excel, JIRA) preferred.

• Experience with adapting AI or other automation tools to assist in optimizing manual activities preferred.

• Progress toward industry designations such as CFA, CIPM, CPA preferred.

Analyst

• 0-2+ years of practical hands-on experience related to financial services investment operations required.

Associate

• Advanced Degree preferred.

• 3+ years of practical work experience within the financial services sector required.

Benefits:

At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. 

• Competitive salary and bonus  

• Medical, dental and vision coverage 

• 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) 

• Tuition and professional certification reimbursement 

• Paid parental leave 

• Adoption assistance 

• Holidays and paid time off 

• Paid time off to volunteer 

Base Pay:

$80,000.00 - $90,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs. Apply Now