Analyst, Performance Attribution - Parametric
Core
Prepare performance attribution analysis and reporting for institutional and wealth management clients to support external distribution and marketing.
Role type
Analyst, Performance Attribution
Builds
Performance attribution reports, commentary, and marketing materials for clients.
Domain
Asset Management / Investment Management
Deliverable
dashboards & analysis
Required skills
Performance attribution theory, asset management calculations, accounting principles, peer review, data integrity management, product knowledge, complex Excel modeling, stakeholder coordination
Preferred skills
FactSet, Bloomberg, Barra, Python, SQL, Tableau, Power BI
Responsibilities
Prepare quarterly, monthly, and ad hoc performance attribution analysis; Coordinate commentary with portfolio managers; Perform detailed peer review of deliverables; Manage timely delivery of requests; Investigate portfolio specific inquiries; Contribute to integration efforts to consolidate reporting
Seniority
Analyst, entry to mid-level