Investment Performance Specialist

BCforward; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

BCforward in Mumbai seeks a Senior SME to deliver performance reports, including attribution, contribution, ex-post/ex-ante risk. You will translate client needs into technical reporting solutions and ensure accuracy.

You will coordinate with stakeholders, implement change requests, respond to queries, onboard new clients, and enforce controls to mitigate operational risks while supporting non-BAU projects.

Qualifications

• Strong communication and stakeholder management demonstrated in finance projects.
• Good understanding of investment products and markets.
• Experience with performance analytics, including attribution and risk.
• CFA/CIPM preferred but not mandatory.

Responsibilities

• Implement client change requests and coordinate with stakeholders to deliver technical solutions in performance systems.
• Respond to client queries related to reporting activities.
• Onboard new clients for the PRA team as required.
• Follow controls addressing key operational risks of the team.
• Support Team Leaders in non-BAU projects.
• Coordinate with onsite Delivery Partners.
• Execute delivery and allocate work.

Skills

Strong communication

Stakeholder management

Investment product understanding

Investment analytics

Return metrics

Time-Weighted Return

Money-Weighted Return

Attribution analysis

Job description

• Shift Timings: Candidates must be flexible across all shifts:
• APAC: 6:00 AM
• EMEA: 1:00 PM
• Night Shift: 4:00 PM

Key Skills

• Strong communication and stakeholder management.
• Good investment product understanding.
• Investment performance analytics experience, including:
• Gross-of-return / Net-of-return
• Time-Weighted Return (TWR) and Money-Weighted Return (MWR)
• Attribution analysis / Security attribution

To be a Senior SME for delivering performance reports, including attribution, contribution, ex-post/ex-ante risk.

• Implement client change requests and coordinating with right stakeholders to implement technical solutions within the performance systems that meets client requirements.
• Reply client queries directly related to reporting activity.
• New client on-boarding activity on behalf of the PRA team as required.
• Follow controls that address the key operational risks of the team.
• Support the Team Leaders / managers in non-BAU projects as required
• Coordinating with onsite Delivery Partners
• Execute delivery and work allocation

Certifications: CFA/CIPM preferred but not mandatory.