Asset Management Portfolio and Performance Analysis â Associate
Asset Management Portfolio and Performance Analysis â Associate
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Job Description
Drive portfolio excellenceanalyze performance deliver insights and shape solutions in a dynamic global investment team!
If you are a highly motivated individual with knowledge of equity products performance measurement & attribution experience and understanding of GIPS reporting you may be the perfect fit for our team!
As a Portfolio and Performance Analysis Associate within the Portfolio and Performance Analysis team you will oversee a broad spectrum of performance measurement and attribution calculations while developing solutions for a complex and continuously expanding business line.
Job Responsibilities
- Lead strategic infrastructure initiatives to implement best-in-class solutions for stakeholders.
- Deliver exceptional client service by understanding client needs and building relationships across the organization.
- Calculate and evaluate performance and attribution for equity portfolios across EMEA and US markets leveraging tools like FactSet for advanced analytics.
- Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
- Oversee performance measurement & attribution calculations and create reporting solutions.
- Monitor data quality and perform compares between computations from different sources
- Required qualifications capabilities and skills
Required qualifications capabilities and skills
- Proven experience in Performance and Attribution measurement
- Robust understanding of equity products structured products derivatives and portfolio accounting principles
- Strong quantitative skills with cognitive and problem-solving capabilities
- Effective communicator with the ability to lead discussions and influence stakeholders
- Proficiency in issue resolution and root cause analysis
- Knowledge of FactSet for advanced portfolio analytics and reporting
Preferred qualifications capabilities and skills
- Ability to work well on a globally integrated team
- Progress toward CFA or CIPM designation preferred
- Strong MS Excel MS Power Point skills
Required Experience:
IC
Employment Type
Full-Time
