Fund Performance & Attribution Analyst

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A performance analytics firm in New York is seeking a Fund Performance Analyst to support investment teams in analyzing portfolio performance and producing accurate reports. This role involves calculating returns, conducting performance attribution analysis, and collaborating with various teams to ensure data integrity. The ideal candidate holds a bachelor's degree in Finance or related fields and possesses strong analytical skills and proficiency in Excel. This position offers potential for growth in fund analytics.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Strong analytical skills with attention to detail.
• Proficiency in Excel; familiarity with Python or SQL is a plus.

Responsibilities

• Calculate and analyze fund performance and returns.
• Conduct performance attribution analysis to identify drivers of returns.
• Prepare dashboards and reports for portfolio tracking.
• Collaborate with teams to validate data integrity.

Skills

Strong analytical skills

Attention to detail

Proficiency in Excel

Interest in fund analytics

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field

Tools

Excel

Python

R

SQL

VBA

Job description

A performance analytics firm in New York is seeking a Fund Performance Analyst to support investment teams in analyzing portfolio performance and producing accurate reports. This role involves calculating returns, conducting performance attribution analysis, and collaborating with various teams to ensure data integrity. The ideal candidate holds a bachelor's degree in Finance or related fields and possesses strong analytical skills and proficiency in Excel. This position offers potential for growth in fund analytics.