Performance Analyst

Pax World Management LLC, the investment adviser to Pax World Funds, is a recognized leader in Sustainable Investing, the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making. Pax World launched the financial industry's first socially responsible mutual fund in 1971. Today, Pax World offers a comprehensive platform of Sustainable Investing solutions including Pax World Funds, a family of no-load mutual funds; ESG ManagersTM Portfolios, multi-manager asset allocation funds powered by Morningstar Associates; ESG Shares®, the first family of ETFs devoted exclusively to a Sustainable Investing approach; and separately managed accounts for institutional investors.

Pax World is a rapidly growing small company headquartered in Portsmouth, New Hampshire, with a friendly, collegial and growth-oriented professional work environment. We are an equal opportunity employer committed to high standards of corporate social responsibility, both in our investment approach and in the way we try to conduct our own business. Women and minority candidates are encouraged to apply for this position.

Responsibilities:

• Calculate and review monthly performance information for all products: mutual funds, exchange traded funds, separate accounts and relative benchmarks
• Update monthly performance files which include index and peer return data, allocations, top-ten data, etc.
• Provide internal and external parties all applicable performance and marketing data needed on a monthly/quarterly basis
• Respond to ad hoc inquiries from internal and external parties
• Assist in update and review of all performance and allocation data on websites
• Assist in creation and review of marketing/sales materials
• Prepare monthly holdings reports for all products for website publication
• Prepare performance information for quarterly Board Reports, shareholder statements, semi-annual shareholder reports and other regulatory filings
• Assist in preparation of financial information for regulatory filings including Prospectuses, N-SARs, N-Qs, N-CSRs, and 13-F filings
• Assist in daily oversight of Fund operations, reconciliations and valuation, as needed
• Ensure compliance with internal controls
• May be responsible for miscellaneous mutual fund projects and initiatives
• Reports to the Chief Financial Officer

Qualifications:

• Bachelor's Degree, preferably in Finance or Accounting; or equivalent experience
• 2 to 4 years experience in performance measurement for mutual funds and/or separate accounts
• Proficient in the use of Excel
• Knowledge of performance attribution methods and frameworks is preferred
• Familiarity with Factset software and/or GIPS compliance, a plus
• Knowledge of mutual fund operations, including accounting, financial statement preparation and the audit process is helpful
• Demonstrated ability to manage multiple projects with high level of accuracy
• Strong interpersonal skills, analytical skills and oral and written communication skills
• High integrity, trustworthiness, and ethical standards
• Proactive, innovative, resourceful
• Team player

Compensation: Competitive compensation and bonus opportunities commensurate with qualifications and performance

To Apply:

To apply for this position, please submit your resume and cover letter via e-mail to Janet Lawton Spates, Vice President Administration. Please include "Performance Analyst" in the email subject line.

No agencies or sales calls, please.