Manager of Investment Performance Reporting

New York, NY 10036

Job ID: VTW244-1 Industry: Medical Compensation: $45-50/hr.

A well known Union in midtown Manhattan is seeking a Manager of Investment Performance Management on a long term basis. This assignment will not be managing individuals but rather reviewing the work of Jr. Analysts and Vendor reports. The hours are Monday through Friday, 9:00am - 5:00 pm with one hour for lunch.

Responsibilities Include:

  • Managing investment performance reporting process 
  • Ensuring the integrity of the database and accuracy of all portfolio and benchmark performance results
  • Continuously improving efficiencies in MIS and reporting production by critically analyzing processes and procedures
  • Managing relationships with external vendors and consultants
  • Maintaining database of policy allocations, benchmark changes and procedural manuals
  • Assisting with ad hoc special projects

Required Qualifications Include:

  • Bachelor's Degree with academic performance that demonstrates strong analytical background and quantitative skills
  • MUST HAVE A minimum of 7 years experience in investment performance reporting
  • Ability to operate in a deadline driven environment while still maintaining strict attention to detail
  • Ability to prioritize issues and take initiative
  • Advanced MS Excel skills
  • Prior experience with investment software such as MPI Stylus, Bloomberg, Private I, Blackrock Solutions is preferred
  • Preferred: CIPM Certificate or working toward


Vanguard is an industry leading, privately held staffing agency in business for over 40 years. We work to cultivate a unique professional relationship with every Client and Employee. Vanguard attains superior results by devoting all of our resources, creativity, and experience to each and every placement. We are committed to your success.

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