This role is part of the Risk Management and Performance Advisory team and is responsible for performance measurement and portfolio analytics. The position will help portfolio managers, sales & marketing, and senior management understand portfolio returns and peer-relative performance, serving as a trusted advisor to the leadership team and providing independent analysis and insights.

Responsibilities

1. Calculate performance returns and attribution across products and asset classes and oversee reporting for accuracy and timely delivery.
2. Analyze performance and attribution reports and present results to senior management and portfolio managers.
3. Understand stakeholders’ requirements and maintain relationships across the organization, including client solutions, portfolio managers, and sales support teams, to deliver excellent service experience.
4. Support systems and technology improvements through projects, requirements gathering, and testing. Maintain high quality-control standards by developing and reviewing controls for key projects and changes.
5. Write attribution commentary for fixed income, equity, and multi-asset strategies, identifying sources of alpha and performance drivers.
6. Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.

Requirement

1. Bachelor’s degree or above in Finance, Economics, Mathematics, Computer Science, or a similar discipline.
2. 5–10 years of performance measurement experience, including knowledge of GIPS.
3. Experience as a portfolio manager (PM), portfolio analyst (PA), or CPM (client portfolio manager) is a plus.
4. Hands-on experience with performance and risk analysis tools (e.g., Morningstar Direct, FactSet, Bloomberg).
5. Strong written and verbal communication skills at all organizational levels, with a client service mentality.
6. Knowledge of portfolio accounting principles and performance and attribution methodologies; CIPM, CFA, or FRM designation or progress toward it is a plus.
7. Working knowledge of securities operations, trade processing, mainstream accounting systems, and performance system architecture is a plus.
8. Knowledge and experience of using AI tools to facilitate analysis is a plus.