Associate Director - Investments(Performance)
We are looking for a highly skilled professional—
CIPM or CFA Certified —to join our Data Management team for a prestigious Global MNC client. This opportunity is based in Mumbai / Pune and offers a hybrid work model, requiring a minimum of three days per week onsite.
We will count on you to :
Drive the delivery and operational support for
investment performance measurement and reporting initiatives
Engage closely with key stakeholders across investment performance teams, data analytics, technology, and vendors to support the maintenance and sustenance of investment performance support needs
Develop a thorough understanding of the investment performance platforms, analytics tools, and solutions implemented
Collaborate with data solutions and performance leadership to define SLAs and support protocols specific to investment performance data and reporting
Develop a detailed understanding of investment performance measurement, attribution, and reporting business processes, data flows, and models implemented by Enterprise Architecture and Investment Performance solution teams, and design support procedures to effectively support post go-live
Ensure there is detailed support documentation that aligns closely with investment performance business requirements, data mappings, dependencies, data definitions, specifications, and business processes, including performance data flows
Build, manage, lead, and grow a dedicated high-performance investment performance support team
Develop and implement scalable investment performance support capabilities with a metrics-driven operations model, ensuring adherence to data ownership, quality, accuracy, and timeliness principles
Manage stakeholder expectations through effective project management and ensure the timely delivery of investment performance support solutions
Support and influence the development of Our Client’s overall investment performance strategy with insights gained from support metrics
Qualification Criteria
What you need to have :
10+ years of experience working directly in the finance industry in an investment performance measurement, reporting, or analytics role, such as at an Investment Manager, Custodian, or a vendor providing services to the buy-side
Extensive experience leading investment performance teams managing core performance measurement domains, including team building, organizational development, process management, vendor management, SLA oversight, and metrics-driven support delivery
Proven track record in growing and leading performance measurement and reporting teams, preferably with expertise in performance attribution and analytics
Experience driving the adoption of standardized processes, templates, and best practices by investment performance support and requesting teams
Strong communication and interpersonal skills with the ability to collaborate effectively with performance stakeholders at all organizational levels
Thought leadership in
designing investment performance measurement and reporting capabilities across front-office, middle-office, and back-office workflows
Hands-on experience managing data pipelines and analytics for diverse financial market data sets and multiple asset classes relevant to performance measurement
Familiarity with investment performance data governance principles, including metadata management and data quality assurance specific to performance data
Solid conceptual understanding of investment management processes, financial markets, portfolio management, performance reporting, and monitoring
Demonstrated knowledge of front, middle, and back-office functions within investment management, wealth management, or asset management industries as they relate to performance measurement
Experience integrating disparate investment data ecosystems, data models, and analytics pipelines to support complex performance measurement workflows
Proven ability to manage and balance stakeholder expectations in an investment performance context
Strong analytical skills with proficiency in tools such as Excel, Vision, PowerPoint, and Word for investment performance analysis and reporting
Proficiency in SQL, relational database management systems (RDBMS), data modeling, data extraction, and analysis of both structured and unstructured investment performance data
Experience with Asset Management and Fund Operations applications and a deep understanding of their capabilities related to performance measurement and reporting is highly desirable
Key Skills for the role :
Investment Performance Measurement & Reporting
Performance Attribution & Analytics
Multi-Asset Class Performance Analytics
Investment & Asset Management Domain Knowledge
Portfolio Performance Monitoring
Data Management & Data Governance
Data Quality & Accuracy Assurance
SQL & Relational Database Management (RDBMS)
Data Modeling & Investment Data Pipelines
Integration of Disparate Investment Data Ecosystems
Performance Reporting Systems & Tools
Enterprise Data Architecture (Performance Context)
SLA Definition, Tracking & Vendor Management
Metrics-Driven Operational Support & Analysis
Stakeholder Management & Cross-Functional Collaboration
Front-Middle-Back Office Process Understanding
Standardization of Processes & Best-Practice Frameworks
Excel (Advanced), PowerPoint & Reporting Tools
Leadership & High-Performance Team Management
Project Management & Delivery of Support Solutions
Thought Leadership in Performance Strategy & Operations
Financial Markets Understanding & Investment Concepts
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Investment Associate • Delhi, India