Investment Performance Analysis & Attribution, Specialist
Core
Conducts in-depth performance analysis, attribution, and reporting of investment portfolios while building complex calculation models and evaluating risk.
Role type
Specialist investment performance analyst
Builds
Investment portfolio performance reports and analytical responses
Domain
Asset Management / Investment Performance
Required skills
Performance analysis, Attribution analysis, Risk evaluation, Model building, Reporting, Client communication
Preferred skills
Accounting or Finance degree, Thought leadership
Technologies
Investment performance systems, Risk management tools
Responsibilities
Conduct performance analysis and attribution; Produce accurate performance measurement and analytical responses; Build and implement complex calculation models; Evaluate risk and performance; Identify new opportunities in meeting client needs; Maintain metrics to evaluate effectiveness and scalability.
Seniority
Specialist, 5+ years experience