47 Performance Attribution Jobs

As a Portfolio and Performance Analyst at Morgan Stanley based in Mumbai, you will be responsible for supporting a variety of portfolio and performance analytics and reporting for the Outsourced Chief Investment Office (OCIO) team. Your role will involve providing custom portfolio management solutions for institutions and ultra-high net worth investors. Key Responsibilities: - Produce quarterly (or monthly) insights for client meeting decks, including performance attribution, portfolio & manager level commentary, and other key items - Run analytics and create/maintain dashboards to facilitate the investment process, including data entry and initial content production - Aggregate reporting of...

Role Overview: You will be a part of the Finergy division within Oracle FSGIU, dedicated to the Banking, Financial Services, and Insurance (BFSI) sector. Your role as a Capital Market Business Analyst will involve collaborating with asset management teams to understand business processes, conducting system testing and quality assurance, analyzing and validating data, facilitating stakeholder collaboration, supporting project implementation, and continuously improving processes and systems. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improvements. - Document current and future state process flows, use case...

Overview The mission of the Product Specialist team is to demonstrate the value proposition of MSCI Analytics offering. The Factor Analytics Product Specialist team is technically and analytically skilled team that develops and presents solutions to prospective and existing clients to help them improve their investment process. The spectrum of knowledge and activities is very broad and includes Risk, Performance, Optimization, Stress Testing, ESG, Climate Risk and Private Assets. The team contributes to success of sales and associated revenue generation by delivering and presenting analytical content during the positioning stage of the sales cycle. The team is focusing on the functional posi...

Role & responsibilities 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 specifications, striving to continuously improve these processes. Measure, manage and articulat...

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...

Role: Investemnt MID office Manager Job Title: Chief Manager / Assistant Vice President Work Experience: 8 years + Education: CA / MBA Department: Investment MID office Work location: BKC, Mumbai Investment Risk / Performance Monitoring Responsible for Performance attribution of Investment Portfolios Computing various portfolio returns used to measure the risk associated with the portfolio and the return, such as Sharpe ratio, Stress testing. Reporting on movement of prices. Preparation of Fund Performance v/s the Benchmark and Peers Fund Factsheet Monitoring of assets supporting Liabilities and ensuring that adequate assets are maintained to support the reserves Middle office and related Ac...

Senior Associate, Business Process Management Analyst 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 is...

As an ideal candidate for this role, you will be responsible for a variety of tasks related to fund performance presentation 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 to update the materials. - Validating fund data against internal portfolio management systems, highlighting differences and discrepancies. - Aggregating and analyzing relevant data, including historical performance, risk metrics, allocation changes, and other quantitative metrics for various portfolio...

Performance Analysts are responsible for analyzing a company's investment activities. They also evaluate short-term debt securities, as well as investment projects and objectives. Sample resumes of Performance Analysts include skills like performing detailed analyses of portfolios, and creating reports that summarize factors like peer rankings, portfolio positioning, attributes performance, and quantified risks. Resumes of Performance Analysts list Bachelors degrees, along with at least two years of relevant experience to the area being applied to, or a related area.

About The Role : Job TitleAssociate, Team Manager Operations Global Reporting & Performance Measurement LocationPune, India Role Description The Associate/Team Manager Operations is typically responsible for 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 specifications, striving to continuously improve these processes. Me...

About The Role : Job TitlePerformance Senior Analyst - NCT LocationPune/Bangalore, India Role Description The Performance Sr. Analyst is responsible for maintaining composite data for the GIPS firm which requires performance for all separately managed accounts, mutual funds, and commingled funds to generate GIPS compliant composite information. There are many users of the composite information. The Performance Sr. Analyst interacts with, compliance, portfolio managers, business managers, client support, consultant services and the data management group. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender ...

Role Overview: As a Senior Capital Market Business Analyst at Oracle FSGIU - Finergy, you will be responsible for analyzing business processes, supporting system enhancements, and ensuring the quality of asset management solutions through effective testing. Your role will involve collaborating with asset management teams, developing and executing test plans, writing and executing SQL queries, and acting as a liaison between stakeholders. Additionally, you will be involved in project support, documentation, reporting, and continuous improvement efforts. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improveme...

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 ...