5 Attribution Analysis Jobs

This role is pivotal in conducting rate of return calculations, return attribution, and risk analytics, aiding clients in understanding portfolio returns and evaluating our product strategies. The ideal candidate will have a strong grasp of performance metrics, be organized, and collaborate effectively across teams, offering insights to leadership. JPMorgan Asset & Wealth Management delivers premier investment solutions across all asset classes, with the Portfolio Analysis Group specializing in performance measurement and analytics for valuable client insights. As a Team Lead in the Portfolio Analysis Group within Asset Management, you will play a crucial role in providing performance measurement and attribution analysis. You will collaborate with various teams to enhance systems and technology, ensuring high-quality client service and accurate performance reporting. This position offers the opportunity to promote improvements and contribute to the development of industry-leading performance and attribution systems.. Job Responsibilities Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools Maintain high standards of quality control checks and procedures participate, develop and Preview controls for key business projects and business changes be a driver of improvements Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers Be a driver of the development and implementation of the performance and attribution systems with best industry practices Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external) Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists Required qualifications, capabilities and skills Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex datasets Passion for the investments businessand financial markets Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures Thorough understanding of ex-post risk concepts and methodologies Preferred qualifications, capabilities and skills CIPM/CFA or progress toward designation a plus Experienced performance measurement professional with 5+years of relevant experience including project experience and knowledge of GIPS Understanding of the various businesses/products within the Asset management & Wealth management space Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

You will join our digital transformation team as a CDP & Marketing Analytics Specialist, bringing your expertise in Customer Data Platforms (CDPs) and customer data management to drive data-driven decision-making and hyper-personalized marketing strategies at scale. Your responsibilities will include designing and implementing end-to-end customer data ingestion strategies, building real-time data pipelines, and developing AI/ML-driven customer segmentation models. Additionally, you will perform advanced analytics tasks such as CLV estimation, churn prediction, attribution analysis, sentiment analysis, and propensity modeling. Your role will involve designing composable CDPs using modern data platforms, deploying predictive models for automated customer service chatbots and content personalization, and implementing real-time decisioning engines for dynamic campaign execution. Collaboration with cross-functional teams and continuous monitoring and tuning of models and pipelines for optimal performance will be essential. To qualify for this role, you should hold a Bachelor's or Master's degree in computer science, Data Science, Marketing Analytics, or a related field with at least 5 years of experience in CDP implementation and marketing analytics. Proficiency in Python, SQL, and ML frameworks, as well as experience with tools like Azure Data Factory, Databricks, and Snowflake, are required. Exposure to MLOps practices, NLP techniques, and campaign attribution models will be beneficial. Preferred skills include prior experience in B2C/D2C industries such as retail, travel & hospitality, or e-commerce. If you have experience with tools like Hightouch, Segment, mParticle, or Salesforce CDP, proficiency in Python, SQL, and AI/ML frameworks, experience with Azure Data Factory, Databricks, Synapse, and Snowflake, and deploying GenAI applications, you are encouraged to apply. This is a full-time, permanent position requiring in-person work and offering the opportunity to leverage your expertise in CDPs and marketing analytics to drive impactful digital transformations.,

Job Description - Performance Analytics AVP Who we are looking for: State Street Performance & Attribution team is looking for an experienced Performance & Attribution Analyst to lead the client relationship activities for highly complex clients, with a specific focus on Asset Managers. Must have a good experience of leading diverse onboarding, implementation and transformation roles in addition to BAU responsibilities.The candidate need to have detailed understandings of Investment Performance Measurement and the ability to deep dive into Attribution Analysis (Equity, Multi Asset and Fixed Income). Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS tools help our clients make better investment choices and act on growth opportunities. What you will be responsible for: As an AVP in the Performance delivery team , you will play a pivotal role in leading operations teams as well as driving client experience. You will combine deep subject matter expertise with operational leadership to drive quality, efficiency, and scalability in our service delivery. Your key responsibilities and expectations will include: Own new Client as well as service onboarding including liaising with Product as well as Technology teams Good hold of the applications, with a techno functional mindset to solution for evolving client and operational requirements Train and lead with expertise on the performance domain, including attribution modelling for fixed income and multi asset class portfolios as well as GIPS compliance standards Engage with internal as well as external stakeholders to influence positive outcomes for the client Lead from the front through engagement with client as well as client service personnel to deliver on change management solutions Drive a proactive Risk Excellence culture within the business, by conducting business risk control self assessments on time and ensuring adequate risk mitigation measures in place Responsible for day to day operation, service delivery and maintain KPIs Provide SME support to the team towards tangible outcomes Strong understanding of the investment decision making process of the client, and actively participate in providing apt solutions to client needs Must be able to independently troubleshoot functional and quantitative issues to ensure high quality report production. Collaborate with multiple departments across the firm to achieve firm wide goal of client objectives Strong communication (written & verbal), interpersonal, organizational, analytical/detail oriented and time management skills Willingness to work through flexible shifts, especially for issue/escalation management, as may be needed. Team Management & Oversight Guide, train, and coach the team Contribute in effective backup planning and resource allocation to reduce dependency and help make the team self sufficient Provide regular feedback and support individual development goals and team performance. Result-oriented with an ownership and accountability mindset Commercial acumen - Understanding of cost/budgets and lead as well as drive this for the business Drive pay for performance and culture of performance differentiation Taking accountability of end-to-end outcomes as an enterprise, collaborating across functions/business and locations Executive presence, managing with influence and effective communication across stakeholder groups both regionally and globally Embed risk excellence culture across the teams Encourage and drive a culture of change and ideation What we value: These skills will help you succeed in this role: Proven subject matter expertise Having worked in the investment management and performance reporting domain Ability to think critically , simplify complexity, and drive process transformation Strong client-centric mindset with the ability to enhance client interactions and service quality. Excellent written and verbal communication , interpersonal , and collaboration skills. Advanced analytical abilities and proficiency in Microsoft Excel . Strong organizational and time management skills detail-oriented and deadline-driven. Managing large scale, multi-location projects Education & Preferred Qualifications: Minimum of 11 years of experience in Fund Administration or related investment performance roles. Good techno functional expertise Good understanding of Cloud Data Warehouse Platforms and SQL query language Strong technical skills in the area of MS Excel, Data visualization tools Post graduate /professionally qualified in the area of finance CFA or CIPM preferred Strong knowledge of investment management industry, Performance measurement methodologies and platforms essential Strong knowledge of asset valuations, including complex structured products About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Job Title: Sr. Manager, Global Analytic Job Description We are seeking a highly strategic and results-driven Analytics Manager to lead analytics delivery engagements & work with client leaders (VP of Rev Ops & Business Intelligence) to act as a key business partner to the VP of Revenue, and over time, expand to support the VP of Marketing and other GTM leaders. This role will be instrumental in building and leading a new RevOps team, implementing best practices in forecasting, target setting, and sales performance metrics, commissions, and enabling data-driven decision-making to optimize revenue growth. The ideal candidate will have a deep understanding of sales operations in a SaaS B2B and B2C environment and experience in supporting sales leaders, trial experience, and affiliate management leaders. Additionally, this leader will help streamline processes, improve reporting, and develop training programs to enhance the overall efficiency and effectiveness of the go-to-market strategy. What you'll be doing: Revenue Operations: Act as a strategic business partner to the VP of Revenue, providing data-driven insights and operational support. Design and implement best-in-class forecasting methodologies, pipeline management, and sales performance dashboards. Establish sales metrics and KPIs to track performance, identify opportunities, and enhance decision-making. Optimize sales processes and systems to drive efficiency and automation. Partner with affiliate managers to ensure data integrity and insights that help drive revenue growth. Building & Leading a Revenue Analytics Team Hire, mentor, and develop a high-performing team of RevOps analysts to support the Sales and Marketing teams. Coach and train analysts to interpret data, generate insights, and provide actionable recommendations to sales and marketing leadership. Foster a culture of continuous improvement, collaboration, and innovation within the RevOps function Marketing & Demand Generation Support: Expand support to the VP of Marketing by implementing lead-scoring models, attribution analysis, and marketing top-of-the-funnel optimization. Enhance reporting on marketing performance metrics and ensure alignment between marketing and sales initiatives. Drive improvements in campaign effectiveness by integrating data insights across sales and marketing teams. What you'll bring: 10+ years of experience in Revenue Analytics, Sales Analytics, or Business Operations in a SaaS environment. Proven experience partnering with senior sales and marketing leaders to drive revenue growth. Strong expertise in forecasting, pipeline management, sales analytics, and CRM administration (Salesforce, HubSpot, or similar tools). Experience in building and managing high-performing teams. Deep understanding of B2B SaaS sales cycles, affiliate marketing, and performance-based revenue models. Use AI to experiment with tools that streamline workflows, unlock insights, and enhance decision-making Strong analytical skills with the ability to translate data into actionable insights. Understanding of BI Tools like - Tableau Understanding of BI - SQL, Snowflake Excellent communication and stakeholder management skills. Location: IND Pune - Amar Tech Centre S No.30/4A 1 Language Requirements: Time Type: Full time If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the

As a Senior Fund Administrator, you will provide investment operations support to Fund Operations boutique fund managers. Your responsibilities will cover a range of portfolio administration functions including valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role involves working on managed funds, private equity funds, and listed investment companies, encompassing investment types such as Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Your key accountabilities and main responsibilities will include: - Supporting the onboarding of new clients and ensuring effective and timely implementation of client change requests - Contributing to project work aimed at improving service quality, such as system implementations and automation - Building and maintaining effective relationships with internal stakeholders - Regularly reviewing processes and procedures to implement efficiency and accuracy improvements In terms of operational management, you will be responsible for: - Accurately preparing and reviewing unit prices for managed investment funds, private equity funds, and listed investment companies - Producing and reviewing Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV - Reconciling cash records, positions, and trades with the custodian/ PB - Updating the portfolio system on investment trades, settlements, corporate actions, income receipts, and cash movements - Preparing periodic reports for fund managers, their clients, and asset consultants - Ensuring timely delivery of various reporting requirements to the Sydney team - Collaborating with cross-functional teams, including offshore counterparts, to achieve shared goals and provide support for Investment Operations daily deliverables You should have 3+ years of registry experience in a custody, fund administrator, or fund manager environment within a high-volume, client-focused working environment. A tertiary degree in a relevant field such as Finance, Accounting, or Commerce is required. Strong technical knowledge in financial markets, including investment products, markets, and securities, is essential. Additionally, you should possess process expert knowledge in the investment process and trading instruments across various asset classes. Your personal attributes should include problem-solving skills, adaptability to change, excellent written and verbal communication, strong organization skills, attention to detail, and a client-focused approach. Your ability to collaborate effectively with colleagues and clients, manage risk and compliance controls, and ensure the accuracy and efficiency of daily tasks will be crucial in this role.,