Senior Analyst, Performance

Performance & Data Analyst, Investment Operations - Mumbai

PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 December 2024, the firm managed US$190.3 billion across global asset classes for sophisticated investors around the world.

The role will be based in Mumbai with the expectation of a hybrid work model.

PineBridge Investments is seeking a Performance & Data Analyst

Primary Responsibilities:

• 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

About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For five consecutive years (2020-2024), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.