Investment Performance Analysis- Manager
State Street Corporation (company site, opens in a new tab)6–8 yrsPuneOn-siteDirect career pageEst. 14–26 LPA
Posted 14h ago
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Job description
Structured overview of role & requirements
About This Role
- Analyze and attribute portfolio performance including factors like security selection, asset allocation, and currency impacts.
- Reconcile and validate portfolio and benchmark performance data, investigating discrepancies at transaction, position, and pricing levels in performance measurement systems.
- Collaborate across departments to resolve data issues, develop performance reports, and maintain best practice workflows ensuring high-quality report production.
Minimum Requirements
- Postgraduate degree required, preferably an MBA in Finance from a reputed institute.
- 6-8 years of post-graduation experience in financial firms, with added advantage in Performance Measurement.
- Strong knowledge of equity, fixed income, derivatives, investment management, portfolio management, financial markets, trading, and settlements.
- Basic MS Office skills; exposure to POINT, Yield Book, or FactSet is advantageous.
Ideal Candidate Profile
- Experienced in detailed performance analysis and reconciliation within investment management contexts.
- Capable of independently troubleshooting quantitative and functional issues under pressure, including quarter-end periods.
- Comfortable communicating complex performance measurement concepts to diverse stakeholders such as portfolio managers, operations, and IT teams.