2 days old

Performance Analyst I

Nashville, TN
  • Job Code
Performance Analyst I

Performance Analyst I
Nashville, Tennessee

Job Reference: NYX-CSX-02380

Location: Nashville, Tennessee

Closing Date: 30/07/2018

Department: Customer Services

Performance Analyst | Financial Intelligence - Nashville, TN 





The Informa IIS team is looking for a Performance Analyst in Nashville, TN.  The Performance Analyst reports to the Service Bureau Director and is responsible for data collection, reconciliation and the timely delivery of periodic performance reports to clients. The Performance Analyst is often the only conduit between the client organization and IIS. We are a leading provider of solutions and custom services to financial institutions and investment professionals. For over 30 years, Informa Investment Solutions has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, bank trusts, money management firms, investment consultancies, and pension plan sponsors. Our unique ability to create quality, customized products – along with our unrivaled capacity to supply valuable data and support services – makes us a consistent market leader throughout the investment community. Every day, more investment professionals and institutions turn to IIS to improve the accuracy, depth, and presentation of the information their clients require.


This is an exciting opportunity with an international company with internal mobility opportunities!





  • Collects and reconciles portfolio performance data.
  • Processes, reviews, and delivers client reports.
  • Revises client reports as directed by the client.
  • Manages several simultaneous tasks.
  • Works closely with clients to develop intimate understanding of the client business and needs.
  • Proactive client outreach calls.
  • Conduct data collection and reconciliation.
  • Ensure all data required to produce performance reports for each client has been received and processed.
  • Obtain any missing information required to product performance reports.
  • Produce and review periodic performance reports in accordance with client due dates.
  • Verify the performance results and work independently to address discrepancies.
  • Interact with client to discuss performance results.
  • Revise performance reports after consultation with client.
  • Act as the primary conduit between IIS and the client organization.
  • Interact with the client in a professional manner at all times.
  • Become the client’s trusted advisor.
  • Provide client feedback to the Performer Service Bureau Director
  • Perform other duties as assigned by the immediate supervisor listed above





  • Education – BS/BA from an accredited college or university
  • Background – Comprehensive knowledge of: Basic mathematics and statistics, Financial markets, and Investment vehicles
  • Communication Skills - Excellent verbal and written communication skills.
  • Interpersonal Skills - Strong interpersonal and relationship-building skills.
  • Technology – Strong computer skills.
  • Organizational Skills - Exceptional organizational skills, time management skills, analytical thinking, problem-solving skills. Individual must possess a high capacity for multi-tasking, issue management, and conflict resolution.
  • Responsibility and Initiative - An ability to work independently in an efficient and responsible manner.
  • Teamwork - Experience in working effectively with others in a team setting and independent environment.
  • Flexibility & Ambition - Desire to work for a fast-paced company where individual contributions have significant impact on the success of the company as a whole.
  • Work Ethic – Adaptable, open-minded, willing to drive projects to completion on time



Demonstrated ability to:


  • Apply analytical thinking toward problem solving.
  • Calculate and discuss basic statistics.
  • Manage several simultaneous tasks.
  • Work alone and within a team environment.




To apply for this opportunity and develop your career within an industry-leading global brand, please send your CV and a cover letter and salary expectations. 



About Informa:


Informa’s Business Intelligence (BI) division provides specialist data, intelligence and insight to our customers, helping them make better decisions, gain competitive advantage and enhance return on investment.


BI has a valuable portfolio of digital subscription products, providing business critical intelligence to global, regional and niche communities within six core industry sectors: Pharma & Healthcare; Finance; Telecoms, Media & Technology; Transportation, Industry and Infrastructure and Agribusiness & Commodities.


Informa is committed to equal employment opportunity for all employees and applicants for employment without regard to age, color, creed, disability status, gender, national origin, race, religion, sexual orientation or veteran status, or any other legally protected status.



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Nashville, TN
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