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Tier-1 employer, metro location, and mid-level generalist finance role increases candidate competition.
Role requires specialized investment performance and reconciliation experience, limiting cross-industry transferability.
Explicit 6–8 years, MBA preference, and finance certifications make screening highly selective.
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Analyze and attribute portfolio performance including security selection, asset allocation, and currency effects.
Reconcile and validate portfolio and benchmark performance data, identifying and resolving discrepancies at transaction, position, and pricing levels.
Collaborate across departments to support performance measurement processes, develop analytical reports, and maintain best practice workflows.
Post Graduate degree, preferably MBA in Finance from a reputed institute.
6-8 years post-graduation experience in financial firms, with experience in Performance Measurement preferred.
Strong knowledge of Equity, Fixed Income, Derivatives, investment management industry, security analysis, and portfolio management.
Effective communication skills to interact with analysts, operations associates, portfolio managers, and other stakeholders.
Experienced in portfolio performance analysis and attribution with familiarity in tools like POINT, Yield book, or Factset.
Able to troubleshoot quantitative and functional issues independently and escalate when necessary.
Works effectively under pressure and in flexible hours, including coordination with US-based colleagues for production support.