
Performance Analyst
2 days ago
About the Company:
- Leading Asset Management firm
Responsibilities:
- Performance Reporting
: Ensure accurate and timely delivery of investment performance and analytical reports for Portfolio Managers, Client Groups, and Senior Management. - Client Support
: Address queries on fund/benchmark returns, asset returns, or attribution results, and support fund managers and sales teams. - Data Management
: Maintain portfolio data for accurate performance calculations and manage the performance-specific change process. - Compliance
: Maintain GIPS composites and ensure compliance with GIPS standards. - Process Improvement
: Identify and execute continuous process improvement and automation initiatives.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
- 5 to 10 years of experience in performance analysis, risk analysis, or a similar role.
- CIPM or CFA preferred (or working towards).
- Strong understanding of portfolio analysis, including performance and attribution calculation methodologies.
- Experience with FactSet, Morningstar Direct, Aladdin, or Bloomberg is a plus.
- Proficiency in Excel and programming languages (Power Query or SQL) is highly desirable.
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