Drive portfolio excellence—analyze 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 sourcesRequired qualifications, capabilities and skills

 

Required qualifications, capabilities and skills

Proven experience in Performance and Attribution measurementRobust understanding of equity products, structured products, derivatives, and portfolio accounting principlesStrong quantitative skills with cognitive and problem-solving capabilitiesEffective communicator with the ability to lead discussions and influence stakeholdersProficiency in issue resolution and root cause analysisKnowledge of FactSet for advanced portfolio analytics and reporting

 

Preferred qualifications, capabilities and skills

Ability to work well on a globally integrated teamProgress toward CFA, or CIPM designation preferred Strong MS Excel, MS Power Point skills