Senior Analyst, Performance

MAIN RESPONSIBILITIES

This position will be based in Mumbai, India:
- Prepare performance analysis reports for institutional clients, pension fund sponsors and investment managers globally across multiple asset classes.
- Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics.
- Prepare daily, weekly, monthly, and quarterly reports using the information from various applications / teams to deliver accurate client reports within prescribed deadlines ensuring that all internal controls are met.
- Provide responses to requests for performance data from internal or external clients, and/or management.
- Maintain composites records in accordance with Global Investment Performance Standard (GIPS®); and work to support the Firm’s annual external verification.
- Support various projects, including automation / standardization efforts and the evolution of client deliverables.
- Strong proficiency in Excel is must.
- Coding and development knowledge using VBA Macros is a must.
- Ability to programmatically manipulate worksheet using VBA coding.
- Strong knowledge of VLOOKUP, Pivot tables, INDEX, COUNTIF, SUMIF, power query, Pivot etc. also coding and development knowledge using VBA Macros is a must.

QUALIFICATIONS

3-5 years relevant experience in Performance and Quantitative Analysis field gained within asset management or fund house.
• Degree holder in finance/statistics/computer studies or related disciplines, with professional qualification such as CFA or CIPM or other similar qualification is a plus.
• Team player, detail-minded, strong communication skills, highly organized and proactive.
• Able to work in a team and/or independent scenario.
• Conversant with common financial information systems such as Port+, FactSet, Wilshire IQ and Aladdin