Senior Lead Performance, Analytics

Jobtailor

Dadri

On-site

INR 350,000 - 550,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Jobtailor in India is seeking an experienced Investment Performance Analyst to define requirements and support analytical reporting. You will help maintain and improve performance reporting infrastructure for client and product reporting.

The role requires 7+ years in financial services, CIPM/CFA, and deep knowledge of money- and time-weighted returns, along with experience with major performance systems and standards (GIPS).

Qualifications

7+ years in the financial services industry.
Experience in investment performance measurement, analysis, and reporting.
Knowledge of investment concepts, practices, procedures and operations.
Experience with account level and product level performance.
Understanding of money-weighted and time-weighted returns.
Experience with performance measurement and portfolio accounting systems.
CIPM and/or CFA designation.
Understanding of GIPS and applying standards to calculations.

Responsibilities

Conduct research, define and document business requirements and provide analytical support.
Develop and maintain infrastructure for performance reporting capabilities.
Participate in performance verification compliance for third-party information.
Maintain ownership of performance reporting tools for client and product reporting.

Skills

Investment performance measurement

Performance reporting

Money-weighted return

Time-weighted return

Portfolio accounting systems

Education

CIPM

CFA designation

Tools

Pershing X

First Rate

InvestCloud

Envestnet

Morningstar Direct

FactSet

Job description

Conducting research, defining and documenting business requirements, and providing analytical and reporting support.
Contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities.
Participate in the performance verification compliance process for third-party investment manager performance information.
Help maintain business ownership of the performance reporting tools utilized for both client and product performance reporting.

Requirements

7+ years of experience in the financial services industry
Investment performance measurement, analysis, and reporting experience in a financial services organization
Knowledge in investment concepts, practices, procedures, management operations and tools
Experience with both account level performance and product level composite performance.
Conceptual and practical understanding of money-weighted and time-weighted return methodologies
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud, Envestnet, Morningstar Direct, & FactSet)
Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation
Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations
Strong communications skills, both oral and written
Ability to effectively and efficiently multi-task between different projects and recurring tasks
Ability to execute on small to large scale projects with limited supervision
Ability to establish and maintain strong relationships with vendors and across the organization
Strong leadership skills to effectively guide junior colleagues.

Core Competencies

Demonstrates extensive experience in investment performance measurement, analysis, and reporting within the financial services industry, with a strong understanding of performance reporting tools and methodologies. Proven ability to manage projects effectively while maintaining strong relationships across teams and with vendors.

Highest-signal resume keywords