Performance & Analytics Analyst

Alliance Bernstein; Pune District; Sur place; INR 700 000 - 1 100 000; Plein temps

Résumé du poste

Alliance Bernstein in Pune, India seeks an Investment Performance Analyst to join our Performance department in Global Technology & Operations.

You will handle day-to-day analysis of institutional portfolios, calculate total returns, and prepare gross and net performance reports with risk statistics, while reviewing reconciliations and assisting with SOP documentation. Strong Excel and finance knowledge are required to succeed.

Qualifications

• Graduate or MBA in Finance with up to 2 years in investment performance.
• Strong portfolio performance measurement knowledge.
• Proficiency in MS Excel and Office tools.
• Attention to detail and analytical mindset.

Responsabilités

• Analyze daily and monthly institutional performance reports.
• Calculate account total return vs benchmarks.
• Prepare gross and net performance reports and risk statistics.
• QC, reconciliation, and sign-off of performance.
• Assist in SOP documentation and onboarding new joiners.

Connaissances

Capital markets knowledge

Analytical skills

Attention to detail

Interpersonal skills

Communication skills

Multi-tasking

Formation

Graduate/MBA in Finance

Outils

Excel

MS Office

Description du poste

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner.

Job Description Summary

We are seeking a Pune based Investment Performance Analyst to join our Performance department in Global Technology & Operations.

Process Summary & Position Brief :-

Institutional performance team is responsible for calculation and reporting of various performance reports to portfolio managers, associate portfolio managers, client reporting and client servicing teams, custodian and final clients.

Analyst will be responsible for day to day activities of the team which include analyzing the Account total return for institutional portfolios which are outside the acceptable tolerance versus the benchmark return or representative account for the investment strategy, preparation and review of various gross of fees and net of fees performance reports along with risk statistics on a scheduled and ad hoc basis, performing various QC and reconciliation tasks for institutional portfolios, reviewing and signing off the account performance on a monthly basis, training and grooming the new joiners on various performance reports and assist the team in SOP documentation etc.

Key Accountabilities & Specific Knowledge required

• To meet all KPIs consistently.
• Strong understanding of fundamentals of capital markets and investment performance measurement methodologies etc.
• Good logical, analytical and problem-solving abilities, Attention to detail
• Good interpersonal skills and strong client focus
• Ability to communicate clearly, concisely and effectively.
• Ability to multi-task and prioritize work

Qualifications, Experience, Education

• Any Graduate/MBA (Finance)
• Experience in Investment performance measurement up to 2 Years
• Strong Knowledge of Portfolio Performance Measurement
• Good knowledge of MS Office applications-especially Excel is desirable

Pune, India