Performance & Risk Analytics Leader

Value Partners Group; Hong Kong; Presencial; HKD 900.000 - 1.500.000; Jornada completa

Descripción de la vacante

Value Partners Group in Hong Kong is seeking an experienced performance analytics professional to support portfolio managers, sales and senior management with performance measurement, attribution, and risk analysis across asset classes. You will produce insights, maintain relationship with stakeholders, and help deliver timely reporting.

Proficiency with Morningstar Direct, FactSet, and Bloomberg is preferred, along with CFA/CIPM progress.

Formación

• Bachelor’s degree or above in Finance, Economics, Mathematics, Computer Science, or a similar discipline.
• 5–10 years of performance measurement experience, including knowledge of GIPS.
• Experience as a portfolio manager (PM), portfolio analyst (PA), or CPM is a plus.
• Hands-on experience with performance and risk analysis tools (e.g., Morningstar Direct, FactSet, Bloomberg).
• Strong written and verbal communication skills at all organizational levels, with a client service mentality.
• Knowledge of portfolio accounting principles and performance and attribution methodologies; CIPM, CFA, or FRM designation or progress toward it is a plus.
• Working knowledge of securities operations, trade processing, mainstream accounting systems, and performance system architecture is a plus.
• Knowledge and experience of using AI tools to facilitate analysis is a plus.

Responsabilidades

• Calculate performance returns and attribution across products and asset classes, and oversee reporting for accuracy and timely delivery.
• Analyze performance and attribution reports and present results to senior management and portfolio managers.
• Understand stakeholders’ requirements and maintain relationships across the organization, including client solutions, portfolio managers, and sales support teams, to deliver excellent service experience.
• Support systems and technology improvements through projects, requirements gathering, and testing. Maintain high quality-control standards by developing and reviewing controls for key projects and changes.
• Write attribution commentary for fixed income, equity, and multi-asset strategies, identifying sources of alpha and performance drivers.
• Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.

Conocimientos

Performance measurement

Attribution analysis

Portfolio analytics

GIPS knowledge

PM/PA/CPM experience

AI in analysis

Communication skills

Educación

Bachelor’s degree in Finance/Economics/Math/CS

Herramientas

Morningstar Direct

FactSet

Bloomberg

Descripción del empleo

Value Partners Group in Hong Kong is seeking an experienced performance analytics professional to support portfolio managers, sales and senior management with performance measurement, attribution, and risk analysis across asset classes. You will produce insights, maintain relationship with stakeholders, and help deliver timely reporting.

Proficiency with Morningstar Direct, FactSet, and Bloomberg is preferred, along with CFA/CIPM progress.