Performance Analyst – Permanent Role
1 week ago
Our client is seeking a highly skilled Performance Analyst to join our team in Singapore. This role is part of a team responsible for conducting performance analysis on portfolios, funds, strategies, and overall firm-level performance. The successful candidate will serve as an advisor to stakeholders on performance strategic opportunities and management considerations.
Key Responsibilities:- Ensure accurate and timely delivery of performance and attribution reports.
- Engage effectively with stakeholders on all performance-related matters.
- Maintain data integrity related to performance calculations.
- Review performance and portfolio analytics for use in client reports.
- Address queries related to fund and benchmark returns, asset returns, and attribution results.
- Support fund managers, client portfolio managers, and sales & marketing teams with performance and attribution insights.
- Conduct peer fund comparison analysis using Morningstar Direct.
- Provide support to the Transition Team and Sales Team for activities such as fund onboarding, asset transfers, and fund terminations.
- Manage performance-related changes, including raising requests, follow-ups, testing, and validation.
- Maintain GIPS composites and ensure compliance with GIPS standards.
- Identify and execute continuous process improvements and automation.
- Maintain portfolio data to ensure accuracy in performance calculations.
- 5 to 10 years of relevant experience in performance analysis, risk analysis, or a similar role.
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
- CIPM or CFA certification (or currently pursuing) preferred.
- Strong understanding of portfolio analysis, performance, and attribution methodologies.
- Experience with performance measurement tools such as FactSet (B-One, SPAR, PA), Morningstar Direct, Aladdin, or Bloomberg is advantageous.
- Proficiency in Excel and knowledge of Power Query or SQL is highly desirable.
- Strong understanding of various investment processes (Equity, Fixed Income, Multi-Asset, Alternatives).
- Knowledge of asset management operational workflows.
- Highly organized, proactive, and detail-oriented.
- Ability to manage multiple tasks under tight deadlines.
- Strong communication and stakeholder management skills.
- Audit and controls mindset with a focus on accuracy and compliance.
- A team player with a problem-solving attitude.
If you are a results-driven professional with a passion for performance analysis and investment strategies, we encourage you to apply. This is an excellent opportunity to contribute to a dynamic and growing team.
How to Apply:
Interested candidates should submit their CV along with a cover letter outlining their qualifications and experience relevant to the role at komal@kstalentsolutions.com
Management Skills
Asset Management
Bloomberg
Investment Strategies
Quality Management
Financials
Aerospace
Variance Analysis
Composites
SQL
Accounting
Business Intelligence Tools
Excel
Team Player
Fixed Income
Cash Flow
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