Performance Analyst II
Core
Deliver comprehensive investment performance insights, data quality assurance, and strategic support to Investment and Risk teams across global regions.
Role type
Mid-level IC performance analyst (asset management)
Builds
Performance reports, attribution analyses, and GIPS-compliant composites for internal stakeholders and clients.
Domain
Asset Management / Investment Performance
Deliverable
dashboards & analysis
Required skills
Performance measurement and calculations, Performance attribution methodologies, Reporting and data interpretation, Data quality and integrity, GIPS compliance, Portfolio management processes
Preferred skills
MBA, R, Python, SQL, Power BI, Tableau, VB
Technologies
Power BI, Tableau, R, Python, SQL, Microsoft Excel, VB
Responsibilities
Support data acquisition, transfer, and consolidation; Ensure data quality and integrity of data systems; Prepare, interpret, and investigate discrepancies in attribution and contribution reports; Assist in constructing and maintaining composites in accordance with GIPS; Ensure accurate presentation of performance data across senior management reports and regulatory filings.
Seniority
Mid-level, hands-on IC