Vice President, Performance and Risk Analytics
Core
Calculate performance returns and attribution across products and asset classes, providing independent analysis and insights to portfolio managers, sales & marketing, and senior leadership.
Role type
Vice President, Performance and Risk Analytics
Builds
Performance measurement reports, attribution commentary, and risk/return analysis for fixed income, equity, and multi-asset strategies.
Domain
Asset Management / Investment Performance
Deliverable
dashboards & analysis
Required skills
Performance measurement, Attribution analysis, Portfolio analytics, Risk analysis, Stakeholder management, Systems improvement, Quality control, Financial reporting, Fixed income analysis, Equity analysis
Preferred skills
Portfolio management experience, CIPM/CFA/FRM designation, Securities operations knowledge, AI tools for analysis, GIPS knowledge
Technologies
Morningstar Direct, FactSet, Bloomberg
Responsibilities
Calculate performance returns and attribution across products and asset classes; Analyze performance reports and present results to senior management; Write attribution commentary for fixed income, equity, and multi-asset strategies; Support systems and technology improvements through projects and testing; Maintain high quality-control standards for key projects and changes.
Seniority
Executive, strategic advisor & hands-on IC