Investment Performance Analysis - Emerging Lead

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Skills you'll use

What you'll do

• Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
• Reconcile and update portfolio/benchmark performance and validate, identify, investigate and resolve security level discrepancies at the transaction, position, and pricing level in Global Performance Measurement and Risk applications.
• Retrieve, validate and upload data from various source/vendor systems and upload to the department’s applications.
• Validate completeness and accuracy of data in department’s performance, risk, and analytics tools.
• The analyst must have strong communication skills and must be able to answer questions from other performance analysts, operations associates, portfolio managers and other users regarding the details of performance calculation process and auditing procedures.
• Supportive Responsibilities
• Effectively communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups.
• Collaborate with team members to develop, create and validate new performance analytical reports.
• Responsible for maintaining & creating a “best practice” process workflow environment in the team & in the designated projects.
• Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production. Must also be able to determine when problems & issues should be elevated to immediate manager.

Who can apply

• Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
• Reconcile and update portfolio/benchmark performance and validate, identify, investigate and resolve security level discrepancies at the transaction, position, and pricing level in Global Performance Measurement and Risk applications.
• Retrieve, validate and upload data from various source/vendor systems and upload to the department’s applications.
• Validate completeness and accuracy of data in department’s performance, risk, and analytics tools.
• The analyst must have strong communication skills and must be able to answer questions from other performance analysts, operations associates, portfolio managers and other users regarding the details of performance calculation process and auditing procedures.
• Supportive Responsibilities
• Effectively communicate with Global Performance Measurement and Risk, Operations, and IT staff to resolve data issues and escalate problems to the appropriate groups.
• Collaborate with team members to develop, create and validate new performance analytical reports.
• Responsible for maintaining & creating a “best practice” process workflow environment in the team & in the designated projects.
• Must be able to independently “troubleshoot” functional and quantitative issues to ensure high quality report production. Must also be able to determine when problems & issues should be elevated to immediate manager.

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