Senior Analyst - Performance and Attribution
Core
Produce and validate performance, contribution, and attribution analysis for multi-asset products and pooled funds globally.
Role type
Senior IC performance and attribution analyst
Builds
Performance reports, portfolio analytics, and risk metrics for investment teams and clients
Domain
Asset management / Investment analytics
Deliverable
dashboards & analysis
Required skills
Performance measurement and attribution methodologies, FactSet/Eagle/Barra/Aladdin platforms, SQL, Power BI, Advanced Excel, GIPS compliance
Preferred skills
CFA, CIPM, postgraduate qualification in finance/economics/mathematics
Technologies
FactSet, Eagle, Barra, Aladdin, SQL, Power BI, Excel
Responsibilities
Investigate return discrepancies and explain key drivers; Deliver portfolio and risk analytics (holdings, factor exposures, concentration); Support client reporting and respond to RFP/DDQ requests; Maintain accurate benchmark and holdings data; Automate reporting processes; Lead stakeholder meetings on performance data
