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Performance and Attribution Analyst

Website PPM America

Working at PPM America, Inc.

Founded in 1990, PPM is a US-based institutional asset manager with $77 billion in assets under management. We have extensive expertise in providing investment solutions in public and private fixed income, private equity, commercial real estate debt, and CLO management. PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Our mission is to deliver client specific solutions and world-class service to investors in the pursuit of their unique investment objectives.

At PPM, we pursue professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage open collaboration and give our teams the freedom to speak openly and share new ideas. This philosophy has been serving us well for decades: creating a low turnover rate and a high average tenure.  Our values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. We attract and retain the right people who believe in our culture and take ownership for delivering results. Above all, we’re passionate about giving back to our clients, to each other, and to our community.  We understand that community and purpose are just as important as the job description when finding your next career.

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Portfolio Services

The Portfolio Services Department lives by the maxim that our work must be Timely, Complete, and Accurate.   Within that construct, Portfolio Services provides a broad spectrum of operational support in conjunction with owning the firm’s Investment Book of Record (IBOR) and a fiduciary oversight of client investments and assets.  Functionally oriented teams include: Public & Private Operations, Performance Analytics, Data Management and Business & Product Reporting.   Portfolio Services faces off to the spectrum of Investment, Trading and Administrative groups within PPM as well as provides direct and indirect support to external clientele and their agents.


The Performance Analyst role exists within the Performance Analytics team. The Performance Analytics Team, which is comprised of approximately 4 individuals, provides centralized and coordinated reporting and analysis support for PPM’s many business units and clientele.  The Performance Analytics Team leverages the organization through operating depth, developed skills, use of technology, process optimization and clear operating accountabilities

Role Specifics:

In the Performance and Attribution Analyst role, the candidate will compile, verify and report performance attribution results for a group of portfolios.  Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, the candidate will write performance commentaries and prepare portfolio summary reports for both internal and external clients.  The role will involve data and information fulfillment activities for the assigned portfolios as well as updates of non-performance materials such as marketing presentations.  Process and workflow review activities will be required, as will a coordination of information flow and dissemination between multiple business units.  This role involves significant interaction with internal clients – portfolio managers, quantitative research, administration, and marketing as well as external clientele and market participants.


  • Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
  • Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
  • In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
  • Deliver portfolio data extracts to internal and external clients as requested.
  • Maintain performance attribution reporting and analysis software.  Utilize various systems and applications and provide recommendations on enhancements and process improvements.  Interface with IT and Development staff when and as applicable.
  • Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.
  • Participate in various ad-hoc projects.


  • Proven ability to work effectively with a team in a fast-paced environment
  • Broad knowledge of investment products and accounting
  • General understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts
  • Excellent computer skills with high proficiency in Microsoft Office products
  • Ability to prioritize and independently manage multiple assignments and clientele simultaneously
  • Experience preparing reports, analysis, and presentations for management and clients
  • Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct are a plus
  • The role requires a highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities


  • BA/BS degree in finance or accounting related discipline with candidacy or aspiration for continued education, including designations such as CFA, CIPM, and/or CPA, are a plus.
  • Two to five years of relevant work experienced within the financial services sector.


At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus
  • Medical, dental and vision coverage
  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
  • Tuition and professional certification reimbursement
  • Paid parental leave
  • Adoption assistance
  • Holidays and paid time off
  • Paid time off to volunteer
  • Life insurance
  • Gift matching


Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

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