Lead Performance, Analytics

Jobtailor; Dadri; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Jobtailor in India seeks a senior professional in investment performance, responsible for research, documentation of business requirements, and analytical support across performance reporting. You will work with multiple performance tools and collaborate with vendors to maintain reporting capabilities.

The role requires 5+ years in financial services, strong knowledge of GIPS, and certifications (CIPM/CFA) or progress towards them, with excellent communication and multi-tasking abilities.

Qualifications

• 5+ years of experience in the financial services industry.
• Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred).
• Knowledge in investment concepts, practices, procedures, management operations and tools.
• Experience with performance measurement and portfolio accounting systems (e.g., Pershing X, First Rate, InvestCloud, Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet).
• CIPM and/or CFA designation, or progress towards.
• Understanding of Global Investment Performance Standards (GIPS).
• Strong communication skills, both oral and written.
• Ability to multi-task between different projects and recurring tasks.
• Ability to establish and maintain relationships with vendors and across the organization.

Responsibilities

• Conduct research and define/document business requirements.
• Provide analytical and reporting support.
• Contribute to the development and ongoing maintenance of performance reporting capabilities.
• Participate in the execution of projects developing investment products.
• Maintain or supervise control-related testing across various performance tools.
• Help maintain business ownership of performance reporting tools.
• Collaborate with other business units and vendors.

Skills

Investment Performance Measurement

Performance Reporting Tools

Portfolio Accounting Systems

CIPM

CFA

GIPS

Communication Skills

Multi-Tasking

Vendor Relationship Management

Business Requirements Documentation

Analytical Support

Performance Reporting Development

Control-Related Testing

Investment Concepts Knowledge

Education

CIPM

CFA

Tools

Pershing X

First Rate

InvestCloud

Informa Profile Producer

Envestnet

Morningstar Direct

FactSet

Job description

• Conduct research and define/document business requirements
• Provide analytical and reporting support
• Contribute to the development and ongoing maintenance of performance reporting capabilities
• Participate in the execution of projects developing investment products
• Maintain or supervise control-related testing across various performance tools
• Help maintain business ownership of performance reporting tools
• Collaborate with other business units and vendors

Requirements

• 5+ years of experience in the financial services industry
• Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)
• Knowledge in investment concepts, practices, procedures, management operations and tools
• Experience with performance measurement and portfolio accounting systems (e.g., Pershing X, First Rate, InvestCloud, Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet)
• Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards
• Understanding of Global Investment Performance Standards (GIPS)
• Strong communication skills, both oral and written
• Ability to multi-task between different projects and recurring tasks
• Ability to establish and maintain relationships with vendors and across the organization

Core Competencies

Demonstrates expertise in investment performance measurement, analysis, and reporting within the financial services industry, with a strong understanding of performance reporting tools and the ability to collaborate effectively across business units.

Highest-signal resume keywords

• Investment Performance Measurement
• Performance Reporting Tools
• Portfolio Accounting Systems
• Certificate In Investment Performance (CIPM)
• Chartered Financial Analyst (CFA)

Hard Skills

• Business Requirements Documentation
• Analytical Support
• Performance Reporting Development
• Control-Related Testing
• Investment Concepts Knowledge

Soft Skills

• Strong Communication Skills
• Multi-Tasking Ability
• Relationship Management

Certifications & Qualifications

• Certificate In Investment Performance (CIPM)
• Chartered Financial Analyst (CFA)

Industry Keywords

• Financial Services Industry
• Investment Performance Standards
• Global Investment Performance Standards (GIPS)
• Broker/Dealer

Tools & Technologies

• Pershing X
• First Rate
• InvestCloud
• Informa Profile Producer
• Envestnet
• Morningstar Direct
• FactSet