Experience
3 - 8 yrs
Job Location
Pune, India
Vacancy
1
Designation
Performance Analyst
Job Type
Not specified
Job Description
KEY ACCOUNTABILITIES
- As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management.
- Review performance and portfolio analytics for use in client reports
- Attend to queries on fund and/or benchmark returns, asset returns or attribution results.
- Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution
- Produce peer fund comparison analysis based on Morningstar Direct
- Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.)
- Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation)
- Maintain the list of GIPS composites and provide assurance that the firm complies with the GIPS standards
- Maintain stakeholder relationships and manage expectations.
- Identify and execute continuous process improvement and automation.
- Maintain portfolio data to ensure accurate performance calculations.
EXPERIENCE / QUALIFICATIONS
- 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role
- CIPM or CFA is preferred (or working towards)
- Strong understanding of portfolio analysis including performance and attribution calculation methodologies
- Experience in using FactSet (B-one, SPAR and PA) is a plus.
- Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage.
- Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable.
GENERAL CANDIDATE ATTRIBUTES
- Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives)
- Well-rounded knowledge of asset management operational workflows
- Highly organized and proactive
- Ability to multi-task and with strong attention to detail
- Ability to interact and communicate effectively.
- Ability to work in a high-pressure environment with tight deadlines.
- Audit and controls focused.
- Must be a team player.
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