Performance & Analytics Analyst
Core
Calculate and report investment performance metrics, reconcile accounts, and analyze total returns against benchmarks for institutional portfolios.
Role type
Investment Performance Analyst
Builds
Performance reports, risk statistics, and account reconciliation outputs for portfolio managers and clients.
Domain
Asset Management / Investment Performance (via careerplan.io/jobs/R0019983-1-performance-analytics-analyst-at-abglobal)
Deliverable
dashboards & analysis
Required skills
Investment performance measurement, capital markets fundamentals, portfolio analysis, data reconciliation, MS Excel
Responsibilities
Calculate and review gross and net performance reports, analyze account total returns versus benchmarks, perform QC and reconciliation tasks, sign off on monthly account performance, train new joiners on reporting processes.