Performance & Analytics Analyst

0 - 3 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a leading global investment management firm, you will be part of a team that fosters diverse perspectives and embraces innovation to help clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, you will serve institutions, individuals, and private wealth clients in major markets worldwide. The ambition is simple: to be the most valued asset-management partner for clients. With over 4,400 employees across 51 locations in 25 countries, people are considered the advantage of the firm. A culture of intellectual curiosity and collaboration is fostered 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 the business, or providing thoughtful advice to clients, unique voices are sought to help lead the firm forward. If you're ready to challenge your limits and build your future, this is the place for you. The role of an Analyst in the Institutional Performance Team involves being responsible for the calculation and reporting of various performance reports to portfolio managers, associate portfolio managers, client reporting and client servicing teams, custodian, and final clients. This includes analyzing the Account total return for institutional portfolios, preparation and review of various performance reports, performing QC and reconciliation tasks, reviewing and signing off the account performance, training new joiners, and assisting in SOP documentation. Key Accountabilities & Specific Knowledge required: - Meeting all KPIs consistently - Strong understanding of fundamentals of capital markets and investment performance measurement methodologies - Good logical, analytical, and problem-solving abilities with attention to detail - Strong interpersonal skills and a client-focused approach - Clear, concise, and effective communication abilities - Ability to multitask and prioritize work effectively Qualifications, Experience, Education: - Any Graduate/MBA (Finance) - Up to 2 years of experience in Investment performance measurement - Strong Knowledge of Portfolio Performance Measurement - Good knowledge of MS Office applications, especially Excel, is desirable Location: Pune, India,

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