Investment Performance Analysis- Senior Associate
Core
Perform performance analysis and attribution, reconcile portfolio/benchmark data, and validate discrepancies in Global Performance Measurement and Risk applications.
Role type
Senior Associate, Investment Performance Analysis
Builds
Performance analytical reports and validated data for portfolio management
Domain
Asset Management / Investment Performance
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, MS Office skills
Preferred skills
FRM/CFA certification, Performance Measurement experience, POINT/Yield book/Factset exposure, MBA in Finance
Technologies
Global Performance Measurement and Risk applications, POINT, Yield book, Factset
Responsibilities
Reconcile and update portfolio/benchmark performance, Validate completeness and accuracy of data in performance/risk tools, Collaborate with teams to develop new performance analytical reports, Troubleshoot functional and quantitative issues for report production, Communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues
Seniority
Senior, hands-on IC