Investment Performance Analysis - Team Lead

Lead performance analysis and attribution of portfolio returns including factors like security selection and asset allocation.

Reconcile and validate portfolio and benchmark performance data, identifying and resolving discrepancies at transaction, position, and pricing levels.

Collaborate with multiple teams to develop performance reports, maintain best practices, and troubleshoot data and reporting issues to ensure high-quality output.

6-8 years of post-graduation experience in financial firms; Performance Measurement experience is advantageous.

Post Graduate degree required, preferably an MBA in Finance from a reputed institute.

Strong understanding of Equity, Fixed Income, Derivatives, investment management, security analysis, trading and settlements.

Basic MS Office skills; exposure to POINT, Yield Book, and FactSet is a plus.

Experienced in complex investment performance measurement and attribution processes within asset management or financial services.

Capable of independently troubleshooting quantitative and functional issues and escalating when necessary under pressure (e.g., quarter-end).

Comfortable collaborating and communicating effectively with diverse global teams including portfolio managers, operations, risk, and IT departments.