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Tier-1 brand, Pune metro location, and mid-level (6–8yr) experience increase candidate competition.
Specialized investment performance and securities expertise required, limiting transferability across industries.
Explicit 6–8 years, MBA-in-Finance preference and required investment performance skills make filters strict.
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Analyze and attribute portfolio performance including factors like security selection, asset allocation, and currency effects.
Reconcile and update portfolio and benchmark performance data, investigating discrepancies at transaction, position, and pricing levels.
Validate, manage, and upload data across performance, risk, and analytics tools; develop and troubleshoot performance analytical reports and workflows.
6-8 years post-graduation experience in a financial firm, preferably in performance measurement.
Post Graduate degree required; MBA in Finance preferred.
Strong knowledge of Equity, Fixed Income, Derivatives, investment management, security analysis, portfolio management, and financial markets.
Basic MS Office skills required; exposure to POINT, Yield Book, or Factset is an advantage.
Experience working in investment performance measurement or similar roles within financial institutions.
Strong analytical skills with ability to independently troubleshoot and resolve functional and quantitative issues.
Ability to communicate effectively with cross-functional teams including performance analysts, operations, portfolio managers, and IT to resolve data issues and escalate as needed.