Senior Analyst-Investment Performance & Risk
Core
Create custom analyses and reporting for client, business, and investment requests; execute performance measurement and attribution analysis across asset classes.
Role type
Senior investment performance and risk analyst
Builds
Fund-level analytics, risk and performance reports, automated reporting solutions
Domain
Asset management / Investment performance and risk
Deliverable
dashboards & analysis
Required skills
Performance attribution methodologies (Brinson, factor-based), Risk metrics (tracking error, correlation, beta, duration), SQL, Microsoft Excel, Data analysis, Financial instrument knowledge
Preferred skills
Advanced degree in Finance or Economics, Experience with complex financial instruments
Technologies
SQL, Microsoft Excel
Responsibilities
Analyze large datasets across funds, portfolios, and reporting periods; Partner with portfolio managers to explain performance and risk outcomes; Investigate and resolve data quality and performance issues; Monitor industry developments, regulations, and risk methodologies
Seniority
Senior, hands-on IC