Global Portfolio Analysis and Reporting Director
Core
Deliver performance, attribution, and ex-post risk analytics for Equity and Fixed Income portfolios to support investment decisions and client reporting.
Role type
Associate / Senior Associate Performance Analyst
Builds
Standard and bespoke performance attribution reports, ex-post risk analytics, and interpretive commentary for senior management.
Domain
Asset Management / Investment Analytics
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Attribution theory, performance calculation standards, ex-post risk analytics, financial instruments knowledge (equities, fixed income, derivatives, alternatives), Excel (advanced), data integrity management
Preferred skills
CFA or CIPM certification progress, Python, SQL, Tableau, Power BI, FactSet, BlackRock Aladdin, Bloomberg
Technologies
Excel, Python, SQL, Tableau, Power BI, FactSet, BlackRock Aladdin, Bloomberg
Responsibilities
Generate performance attribution and contribution analyses for Equity and Fixed Income strategies; Monitor and highlight key performance drivers to senior management; Produce ex-post risk analytics and competitive analyses; Design and enhance analytical tools for efficient reporting; Partner with investment teams on return decomposition analyses; Present report interpretations to senior management
Seniority
Associate / Senior Associate, hands-on IC