Investment Performance Analysis - Senior Associate
Core
Perform performance analysis and attribution for institutional investment portfolios, reconciling data and resolving discrepancies in global performance measurement systems.
Role type
Senior Associate, Investment Performance Analysis
Builds
Performance analytical reports and validated portfolio/benchmark performance data
Domain
Institutional Asset Management / Financial Services
Required skills
Equity/Fixed Income/Derivative instruments knowledge, Investment Management industry knowledge, Security analysis and portfolio management, Stock exchange markets knowledge, Financial markets knowledge, Dividends/trading/settlements knowledge, Analytical and problem solving skills, Data validation and reconciliation
Preferred skills
MBA in Finance, FRM/CFA certification, Performance Measurement experience, POINT/Yield book/Factset exposure
Technologies
Global Performance Measurement and Risk applications, POINT, Yield book, Factset, MS Office
Responsibilities
Reconcile and update portfolio/benchmark performance, Validate and upload data from source/vendor systems, Investigate and resolve security level discrepancies, Collaborate with Global Performance Measurement and Risk/Operations/IT staff, Develop and validate new performance analytical reports, Troubleshoot functional and quantitative issues
Seniority
Senior, 6-8 years post-graduation experience