Alternative Investments Administration Services Performance Analyst Officer

Posted:
9/30/2025, 2:08:57 AM

Location(s):
California, United States ⋅ Sacramento, California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Finance & Banking

Who we are looking for

The AIAS Team is focused on the asset owner side with a client listing including some of the largest public pension funds, corporate plans, foundations and endowments in the world. Staff within this group is responsible for the accounting of these assets as well as calculating performance returns and exposure attribution.

The AIAS Officer will be responsible for the daily oversight of a staff of performance analysts preparing the performance reports and investment exposure reports for the alternative investment portfolios of our clients. Responsibilities include; lead team in review & analyses, supervise day-to-day activities of junior and senior performance analysts and financial analysts, management and fulfillment of ad hoc client requests, and providing assistance to senior management with special projects as needed.

What you will be responsible for

Technical Competencies

  • Second level reviewer for allocated work

  • SME: Advanced PE/accounting knowledge – understand a variety of PE FoF Hedge structures and accounting treatments

  • Analytics -strategize best practices by defining team needs, prioritizing, and managing resources

  • Core contributor on special projects

  • Possess a strong knowledge base of the overall industry and implement solutions and ideas to the current operating model

Leadership Behaviours

  • Responsible for employee development/engagement

  • Timely execution of semi and annual reviews

  • Regular, constructive feedback to staff

  • Communication with management on staff performance

Professional Competencies

  • Ability to build trusted relationships with internal and external clients

  • Strong verbal and written communication skills

  • Promote a work culture that encourages strategic thinking

  • Act with integrity

Education and Preferred Qualifications

  • 5+ years of relevant experience, including 1 to 2 years of supervisory experience

  • A degree in accounting or experience in private equity or real estate is a plus

Salary Range:

$65,000 - $102,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.