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Metro location and established financial firm with general analytics skillset increases applicant competition.
Investment-performance tools and capital markets domain make skills less transferable across industries.
Explicit 1–3 years, domain experience and specific investment tools (Aladdin, FactSet) mandate strict shortlisting.
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Evaluate and analyze investment performance across various products using multiple systems and tools.
Produce reports, perform data integrity checks, variance analysis, and prepare performance commentary for senior leaders under strict deadlines.
Support RFP/RFIs, adhoc requests, and additional performance measurement initiatives while managing day-to-day activities independently.
1 to 3 years of experience in investment performance measurement or related domain.
Strong capital markets knowledge including securities, mutual funds, and forex.
Proficiency in MS Excel and performance tools such as Aladdin, Factset, Morningstar.
Work location requires in-office presence at least 3 days a week with flexibility for 2 days remote.
Familiarity with investment performance measurement concepts like GIPS and tools including Aladdin, Morningstar, Factset, and Lipper.
Strong analytical skills with automation experience using Advanced Excel, VBA, and SQL.
Ability to work independently with attention to detail and capability to handle multiple stringent deadlines effectively.