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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Chevy Chase, Maryland

Salary: $89K - $135K

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Details below.

Assistant Vice President – Performance Analyst
The Portfolio Analytics team is responsible for the production of investment performance reporting packages for high net worth and institutional clients. The team also ensures the accuracy of performance calculations and related data.

Assistant Vice President – Performance Analyst,

DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:

    • Prepare standard and ad-hoc investment performance reports for team’s stakeholders (senior management, portfolio managers, marketing, and relationship managers), ensuring accuracy and completeness of data.
    • Calculate, reconcile, analyze, and update investment performance information across various applications.
    • Respond to inquiries about investment performance methodology and reporting.
    • Troubleshoot and correct inaccurate data in a timely manner.
    • Ensure deliverables are met, timely and accurately, while following procedures and policies
    • Assist in GIPS compliance and required documentation.
    • Ownership of data quality and availability.
    • Work independently on a variety of analytical projects, but also provide support to other Portfolio Analytics team members as needed.

Assistant Vice President – Performance Analyst,


    • Solid understanding of the investment management industry, specifically equity and fixed income markets as well as industry benchmarks.
    • Prior experience with performance reporting systems, accounting systems and analytic systems are a plus (FirstRate, FactSet PA, FactSet SPAR, Investedge, FIS Global Plus, Advent Axys, Bloomberg)
    • Proficiency in MS Office (Excel, PowerPoint, Word, Outlook), with advanced skills in Excel
    • Knowledge of Global Investment Performance Standards (GIPS)
    • Strong project management skills including the ability to handle multiple deadlines, work under pressure, identify operational requirements and interface cross-functionally.
    • Strong communication skills are a must.
    • Experience working with SQL, Python, VBA is a plus.

Assistant Vice President – Performance Analyst,


    • 2-3 years of experience in investment performance reporting and accounting
    • CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), CAIA (Chartered Alternative Investment Analyst), or CIPM (Certificate in Performance Measurement), or progress towards a designation is preferred.
    • Bachelor’s degree in Finance, Accounting or Economics preferred or commensurate work-related experience.
Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
If you are a candidate in need of assistance or an accommodation in the application process, please contact or 301-986-6000.
Equal Opportunity Employer/Veterans/Disabled