Performance & Analytics Analyst

AllianceBernstein L.P.; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

AllianceBernstein L.P. in Pune seeks an Investment Performance Analyst to join the Performance department within Global Technology & Operations. You will analyze institutional account totals, review performance against benchmarks, and support reporting and QA processes.

The role requires an MBA/finance degree with up to 2 years in investment performance measurement, strong Excel skills, and clear communication. You will collaborate with portfolio managers and client reporting teams in India.

Qualifications

• Any Graduate/MBA (Finance) with up to 2 years in investment performance measurement.
• Strong knowledge of portfolio performance measurement.
• Proficient in MS Office, especially Excel.

Responsibilities

• Analyze account total return for institutional portfolios.
• Prepare and review gross of fees and net of fees performance reports.
• Perform QC and reconciliation tasks for institutional portfolios.
• Assist in SOP documentation and training new joiners.

Skills

Analytical skills

Attention to detail

Communication skills

Education

MBA (Finance) or Finance degree

Tools

MS Excel

Job description

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. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

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

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.

AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.