Senior Performance Analyst
Core
Calculate and validate portfolio and composite performance across multiple asset classes, produce attribution reports, and resolve performance calculation discrepancies.
Role type
Senior Performance Analyst (Middle Office)
Builds
Performance attribution reports, benchmark analytics, and portfolio performance outputs
Domain
Financial Services / Investment Operations
Deliverable
dashboards & analysis
Required skills
Portfolio performance calculation, Attribution analysis, Benchmarking, Discrepancy investigation, Process improvement, Stakeholder communication
Preferred skills
CFA or CIPM certification, Knowledge of fund services/investment operations
Technologies
None explicitly stated
Responsibilities
Calculate and validate portfolio and composite performance; Produce and review attribution reports; Investigate and resolve performance calculation discrepancies; Collaborate with internal teams to support operational excellence; Analyze exceptions and operational challenges; Contribute to process improvement initiatives
Seniority
Mid-level (2-8 years experience)