35 Performance Attribution Jobs

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impac...

As a candidate for this position, you will be responsible for various tasks related to fund performance presentation materials and investor reporting. Your key responsibilities will include: - Periodical updates to fund performance presentation materials for investor reporting on a monthly and quarterly basis. - Generating backend excel support documents from internal portfolio management systems for updating materials. - Validating fund data against internal portfolio management systems and highlighting differences and discrepancies. - Aggregating and analyzing relevant data such as historical performance, risk metrics, allocation changes, and other quantitative metrics about various portfo...

Senior Associate, Data Management & Quantitative Analysis At BNY, our culture allows us to run our company better and enables employees growth and success.As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this...

Department Description The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The new formally team will operate a hub a spoke model with two centres of excellence in Dublin (Ireland) and Dalian (China) supported by local specialists in London, Tokyo and Hong Kong. The Analytics Operations is a newly created team focused on data validation, reconciliations and reporting for risk and attribution teams in order to create a best in class centralised service. Purpose of your role We are seeking an experienced and dynamic Manager to lead the establishment and ongoing operation of our Risk & Attribution Operations...

The role is located in Mumbai and is responsible for supporting a range of portfolio and performance analytics and reporting tasks for the Outsourced Chief Investment Office (OCIO) team. This team delivers customized portfolio management solutions for institutions and ultra-high net worth investors. Your primary responsibilities will include conducting Portfolio/Performance Analytics & Reporting to generate quarterly or monthly insights for client meeting decks. This involves tasks such as performance attribution, portfolio and manager-level commentary, and other essential items. You will also be involved in running analytics, creating and maintaining dashboards to aid the investment process...

As an independent digital solutions provider based in Visakhapatnam, Digiyou integrates creative technology into marketing strategies. Our team, consisting of strategists, developers, designers, and writers, collaborates to deliver innovative marketing campaigns and cutting-edge tech products. We aim to assist organizations in achieving their business objectives by focusing on the convergence of marketing, design, and technology to provide agile and effective solutions. If you have a minimum of 3 years of hands-on experience managing Google Ads campaigns, particularly in Shopping Ads and P-Max, we are looking for you. The successful candidate will have a track record of driving product sales...

You have founded the company in 2023 and currently have a team size of 40-50 individuals. You are seeking a Portfolio Manager with 3-7+ years of experience to lead and manage proprietary trading strategies across Options, Long-Short, Equities, and Commodities. As a Portfolio Manager, you will be responsible for developing and executing trading strategies, utilizing various approaches to identify opportunities, driving alpha generation while managing risk, and collaborating with cross-functional teams to optimize portfolio performance. Your role will involve monitoring market dynamics, collaborating with quants and engineers to refine models, contributing to portfolio construction decisions, ...

About the Opportunity Job Type: Permanent Application Deadline: 30 August 2025 Job Description Title Lead Business Analyst (Performance and Attribution) Department ISS Delivery Location Bengaluru, India Reports To Senior Manager Business Analyst Level 4 We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our Investment Solutions and Services (ISS) Delivery team and feel like you are part of something bigger. ISS Delivery provides the design and delivery of all changes in business process and/or technology solutions that support the growth for Fid...

The position of Capital Market Business Analyst at Oracle FSGIU - Finergy involves working within the Finergy division dedicated to the Banking, Financial Services, and Insurance (BFSI) sector. The division offers expertise in addressing the complex financial needs of clients and is renowned for its end-to-end banking solutions. The role requires collaborating with asset management teams, analyzing business processes, supporting system enhancements, and ensuring the quality of asset management solutions through effective testing. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improvements. Document current a...

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impac...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects ...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist - Investments We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects ...

Performance and Attribution Analyst 2+ years - Pune / Mumbai Summary We are looking for a detail-oriented and analytical professional to join the Performance and Attribution team. This role involves delivering timely and accurate investment performance reports, conducting portfolio analysis, and responding to performance-related queries across asset classes and strategies. If you have a passion for data accuracy, investment analytics, and working in a dynamic environment, this opportunity is ideal for you. Location Pune / Mumbai Your Future Employer – A globally recognized financial analytics and advisory firm, known for its deep expertise in investment research, risk advisory, and data-driv...

About your role Fidelity is embarking on several strategic programs aimed at developing a comprehensive end-to-end solution to facilitate the next evolutionary stage of our Distribution Business. The successful candidate will join our Delivery & Change Team to support these programs, which cover areas such as Client Onboarding, Client Reporting, Sales Toolkit, and Customer Relationship Management System. The successful candidate will join our Business Analysis team working with Client Reporting team, tasked with delivering change to our distribution business. As a Business Analyst, you will be responsible for: Leading engagements with key stakeholders across the global investment team. Colla...

About the Opportunity Job Type: PermanentApplication Deadline: 04 July 2025 Title Analyst Fixed Income Attribution Department Performance Analytics Team Location Gurgaon, India Reports To Snr Manager, FI Attribution Level 3 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Fixed Income Attribution team and feel like you are part of something bigger. About your team The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The group comprises three teams who al...

Role & Responsibilities: Responsible for working across Equity Vol in structured and QIS format to deliver exposure to clients Reconciling and migrating excel based strategies to Python along with Implementing algorithmic strategies to help generate flow transactions Performing adhoc attribution / commentary on performance of live strategies liaising closely with Sales and Structuring team Improving and implementation of backtesting strategies to help in Pitching to Sales/ Clients Brainstorming / Idea generation on new equity strategies and equity volatility transactions, working with Quants and Trading Coordinating with Corporate Functions for Approvals and New Business setup to ensure the ...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to clients around the globe. If you are seeking challenging work, smart colleagues, and a global employer with a social conscience, Invesco is the place for you to explore your potential and make a difference every day! With over $1.8 trillion of assets under management, Invesco stands as one of the world's leading global investment management firms, headquartered in Atlanta, GA, and operating in 26 countries w...

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition act...

: Job Title Team Manager Operations Global Reporting & Performance Measurement, Associate LocationPune, India Role Description The Associate/Team Manager Operations is typically responsible for the supervision and oversight of the team and/or workflow and functions. The calculation, analysis and reporting of monthly performance attributions, in coordination with portfolio management and other reporting recipients. Performing calculations of performance metrics, and if required, explaining the findings and underlying methodology to Relationship Managers and institutional clients. Responsible for defining procedures and operating processes in line with regulatory/ industry/functional specifica...

About the Opportunity Job Type: PermanentApplication Deadline: 04 July 2025 Title Analyst Fixed Income Attribution Department Performance Analytics Team Location Gurgaon, India Reports To Snr Manager, FI Attribution Level 3 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Fixed Income Attribution team and feel like you are part of something bigger. About your team The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The group comprises three teams who al...

About your role The specialist working with the wider team, will assist in the delivery of Performance Attribution. They will be responsible for data uploading, data cleansing and validation of the results using systems such as FactSet and internal systems. Principle duties: • Performance Attribution reporting for the Investment and distribution teams • Involvement in projects and systems testing • Reconcile official performance and attribution data. • Validation of results and production of reports. • Assisting colleagues where required • Working with the Investment teams to understand the drivers of performance. • Working with technology to ensure requirements are delivered Your skills and...

Overview At MSCI, we help the world’s leading investors turn data into insights—and insights into action. Our Analytics team plays a central role in delivering that mission, delivering powerful tools that help clients understand risk, performance, and the ever-changing dynamics of global markets. We’re looking for a Technical Writer who thrives on making the complex feel simple. In this role, you’ll be the person who translates deep technical detail—think risk analytics, risk models, performance attribution and APIs—into documentation that’s clear, engaging and actionable. You’ll work alongside product managers, engineers and client-facing teams to understand our tools from the inside out, a...

Calculating investment returns, risk-adjusted performance metrics, and attribution analysis using industry-standard methodologies on daily, monthly, and quarterly basis Implement ILPA's prescribed cash flow tables and transaction type mapping Required Candidate profile 5 years of experience in investment performance analysis understanding of GIPS standards, attribution methodologies, ILPA Experience with composite construction, GIPS compliance, and tools like SQL