Global Portfolio Analysis and Reporting Director
Core
Deliver performance, attribution, and ex-post risk analytics for Equity and Fixed Income portfolios to support investment decisions and client reporting.
Role type
Associate / Senior Associate, Portfolio Analysis & Reporting
Builds
Performance attribution reports, risk analytics, and interpretive commentary for senior management and clients.
Domain
Asset Management / Investment Analytics
Deliverable
dashboards & analysis
Required skills
Attribution theory, performance calculation standards, ex-post risk analytics, financial instruments knowledge, Excel (advanced), data integrity management
Preferred skills
CFA or CIPM certification progress, Python, SQL, Tableau, Power BI, FactSet, BlackRock Aladdin, Bloomberg
Technologies
Excel, Python, SQL, Tableau, Power BI, FactSet, BlackRock Aladdin, Bloomberg
Responsibilities
Generate standard and bespoke performance attribution analyses; Monitor and highlight key performance drivers; Produce ex-post risk analytics and competitive analyses; Design and enhance analytical tools for efficient reporting; Partner with investment teams on return decomposition; Present reports and interpretations to senior management.
Seniority
Associate / Senior Associate, hands-on IC
