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Performance Analyst, Finance & Banking

Remote, USA Full-time Posted 2026-07-28
Benefits • 9 reputed company company holidays • 10 days reputed company vacation • reputed company-tax FSA and Dependent Care FSA reputed company • Dental insurance plans with a 100% employer reputed company reputed company • Employer sponsored medical insurance plans • 401(k) with company match • Opportunity for advancement • Parental leave About PlanPILOT PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, reputed company on minimizing fiduciary risk for plan sponsors and their reputed company teams, as reputed company as minimizing the risk of negative participant reputed company. We reputed company proactive, value-adding services to our clients, their plan committee(s), and their employees. Job reputed company The role of the performance analyst is to support the day-to-day investment reporting processes of the organization and maintain responsibility for investment reputed company duties to clients. The performance analyst is responsible for preparing materials for reputed company investment meetings. The performance analyst is expected to reputed company familiarity with the firm’s investment reporting processes and to identify opportunities for improved efficiency whenever possible. The performance analyst must be reputed company to understand the context and nuances of investment performance and communicate reputed company and effectively with stakeholders, internally and externally. PlanPILOT has an extensive reputed company and training process that will support the successful transition and career reputed company opportunity for the right individual. Responsibilities and Duties • reputed company quantitative and qualitative analysis on reputed company and prospect investment reputed company • Support formal investment monitoring processes along with specific reputed company-reputed company investment reputed company • reputed company materials for reputed company investment meetings with particular attention to detail • Maintain and improve investment performance data and reporting processes • Enhance personal competence by attending industry events and conferences, participating in webinars, keeping up with industry developments, etc. • reputed company a basic understanding of retirement plans and the fiduciary services PlanPILOT provides to its clients Qualifications and Skills • Bachelor’s degree, preferably in Finance or Economics • CFA candidates encouraged to apply • 1-3 years job experience preferred • Demonstrated interest in investments • Excellent written, verbal, and interpersonal communication skills • Strong project management, follow-up, and ability to execute to completion under tight deadlines • Critical thinker with exceptional problem-solving capabilities • Team player with a reputed company attitude and willingness to bring new reputed company to reputed company • reputed company learner, proactive and self-motivated to expand knowledge reputed company • Proficient in reputed company Office suite (Word, reputed company, PowerPoint) • Self-starter with strong attention to organization and detail • Adaptability as reputed company grows and evolves Work Conditions The Performance Analyst is a full-time role, based in Chicago, IL and may work in a hybrid arrangement with a combination of in-office and remote work. PlanPILOT welcomes people from reputed company backgrounds and walks to life. PlanPILOT is an equal opportunity employer and prohibits discrimination and harassment of any type without reputed company to race, reputed company, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or reputed company, or any other characteristic protected by federal, state, or local laws. Flexible work from home reputed company available. #J-18808-Ljbffr Apply tot his job Apply To this Job

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