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Portfolio & Performance Analysis - Team Leader
Portfolio & Performance Analysis - Team LeaderConfidential • Bengaluru / Bangalore
Portfolio & Performance Analysis - Team Leader

Portfolio & Performance Analysis - Team Leader

Confidential • Bengaluru / Bangalore
6 days ago
Job description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business.

As the Team Leader in the Portfolio Analysis team, you will provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Client Reporting, and others. You will become a key contributor to the department's efforts of improving systems and technology by actively participating in projects. You will maintain high standards of quality control checks and procedures, participate in developing and previewing controls for key business projects and business changes, and be a promoter of improvements.

Job responsibilities

  • Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
  • Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
  • Be a driver of the development and implementation of the performance and attribution systems with best industry practices
  • Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
  • Interpreting results and producing attribution commentary for a range of portfolio strategies / mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
  • Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists

Required qualifications, capabilities and skills

  • Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
  • Knowledge of portfolio accounting principles, and performance and attribution methodologies
  • Solid analytical ability to research and analyze complex datasets
  • Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality
  • Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
  • Ability to work towards tight deadlines in a high-pressure environment
  • Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
  • Preferred qualifications, capabilities and skills :

  • CIPM / CFA or progress toward designation a plus
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    Team Leader • Bengaluru / Bangalore

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