Associate, Investment Performance Analysis, Tech & Ops
Core
Generate and interpret portfolio & benchmark return analytics for Mutual Funds, ETFs, and investment asset classes (Fixed Income, Multi-Asset, Equity) to enable investment and risk decisions.
Role type
Associate, Investment Performance Analysis (Tech & Ops)
Builds
Performance reporting platforms and automated analytical solutions for global client service.
Domain
Asset Management / Investment Performance & Attribution
Deliverable
production ML models | dashboards & analysis
Required skills
Performance and attribution concepts, Multi-Asset/Fixed Income/Equity instruments, SQL, Python, Power BI, Aladdin platform, reporting platform migrations
Preferred skills
CFA or CIPM designation, external fund administrator experience, business modeling techniques
Responsibilities
Partner globally to present consistent client experience; Lead accurate and timely performance reporting across fund groups; Drive resolution of residuals using Aladdin; Deepen expertise in internal analytical systems to investigate complex inquiries; Mentor junior colleagues; Champion efficiency and automation initiatives
Seniority
Mid-level, hands-on IC with mentorship responsibilities