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Performance Reporting Analyst
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Family Office Management Services
Beverly, MA (In Person)
$65,000 Salary, Full-Time
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Job Description
Investment and Financial Performance Reporting Analyst About Us FOMS is a boutique multi-family office that provides investment and financial reporting, administrative support, and consulting to ultra-high-net-worth families and their related entities. Our team is lean and collaborative, which means you will have broad exposure to the reporting process and meaningful ownership over your work product. Responsibilities of the Role Preparing and maintaining portfolio performance reports and investment analytics. Reconciling portfolio data across custodians, managers, and reporting systems. Assisting with performance calculations, benchmarking, and attribution analysis. Assisting with cash flow tracking, capital call monitoring, and investment documentation. Preparation of client subscription documents Coordinate collection and transmission of tax related data to external tax service providers. Lead the FOMS internship program, overseeing intern recruitment, onboarding, supervision, and professional development. Qualifications Bachelor's degree in finance, Accounting, Economics, or related field. 1-3 years of experience in performance reporting, investment operations, or related functions. Strong understanding of return calculation methodologies (TWR, MWR, Modified Dietz) and attribution frameworks. Experience with Addepar is strongly preferred. Advanced Excel skills, including pivot tables, lookups, complex formulas, and ideally VBA or macros. Who Succeeds in This Role Detail-oriented individuals who take pride in accuracy and catch what others miss. Strong communicators who can explain complex performance data to non-technical audiences. Self-directed professionals who manage competing deadlines well. People who take initiative — if a process can be improved, they raise it and follow through. What We Offer Competitive compensation Health and retirement benefits. Support for professional development and certification programs. A small-team environment with direct visibility into your impact.