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Tier-1 brand, metro location, and mid-level finance role increases competition.
Requires niche investment performance and securities knowledge, limiting cross-industry transferability.
Explicit 6–8 years requirement, MBA/preferred certifications and domain-specific skills required.
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Analyze and attribute investment portfolio performance, including security selection, asset allocation, and currency effects.
Reconcile and validate portfolio and benchmark performance data, investigating discrepancies at transaction, position, and pricing levels.
Communicate performance calculation details and audit processes to analysts, operations staff, and portfolio managers; develop and validate new performance analytical reports.
Post Graduate degree required, preferably MBA in Finance from a reputed institute.
6-8 years of post-graduation experience in financial firms, with performance measurement experience preferred.
Strong knowledge of Equity, Fixed Income, Derivative instruments, investment management industry, and portfolio management basics.
Basic MS Office skills required; exposure to POINT, Yield Book, or Factset is advantageous.
Experienced in handling performance analysis and reporting within investment management or financial services firms.
Comfortable troubleshooting quantitative and functional issues independently and escalating appropriately.
Capable of collaborating across departments (Performance Measurement, Risk, Operations, IT) and communicating clearly with diverse stakeholders, including portfolio managers.