Analyst, Performance Measurement Attribution and Risk
Core
Calculate portfolio returns, prepare performance attribution and risk reports, and resolve data discrepancies for investment funds.
Role type
Analyst, Performance Measurement & Risk
Builds
Daily, monthly, and quarterly performance and risk reports for investment funds
Domain
Asset Management / Investment Performance
Deliverable
dashboards & analysis
Required skills
Portfolio return calculations, Time-Weighted and Money-Weighted rate of return, attribution and contribution analysis, MS Office (Excel, Access), FactSet, Bloomberg
Preferred skills
Excel VBA, SQL, Python, Database, CFA, CIPM, FRM
Responsibilities
Ensure timely and accurate data delivery across all lines of business, Identify and resolve performance discrepancies, Oversee irregular performance calculation and maintenance, Automate and streamline existing processes, Participate in UAT testing for system upgrades, Interpret large amounts of data for senior staff
Seniority
Individual Contributor, Analyst