9 Performance Attribution Jobs

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. YOUR IMPACT The Asset and Wealth Management Division (AWM) team is seeking an associate to join the Documentation Operations organization offering dedicated support for the high growth investing business within AWM. This is an exceptionally diverse role that entails collaboration with Global Investing, Strategists, Engineering, Controllers, Legal, Risk, Credit, Tax, Compliance across Operational groups to facilitate business that is multi-asset, dynamic and bespoke. OUR IMPACT The Alts Private Investments Documentation Team is responsible for the sourcing, review, organization, and distribution of critical investment documentation related to private credit transactions. This includes credit agreements, amendments, agent notices, and related documents. The team ensures that both internal and external stakeholders receive accurate and timely documentation to support investment decision-making, risk management, and regulatory compliance. JOB SUMMARY AND RESPONSBILITIES The successful individual will be expected to work in a team of professionals and be able to be commercial, critical creative whilst ensuring the highest level of risk management. Document Sourcing: Engage with external agents, counterparties, legal counsels, and internal investment teams to obtain executed credit agreements, amendments, agent notices, waivers, and other relevant documentation. Document Validation: Review documents for completeness, accuracy, and consistency before distribution. Timely Distribution: Ensure prompt delivery of all sourced documents to internal stakeholders (investment, operations, legal, risk teams) and external parties as necessary. Recordkeeping: Maintain organized and secure digital repositories of all sourced documentation, ensuring version control and audit readiness. Stakeholder Communication: Serve as a liaison between investment professionals, operations teams, legal counsels, custodians, and third-party agents regarding documentation needs. Process Improvement: Identify gaps and inefficiencies in the sourcing and distribution workflow; propose and implement solutions to enhance timeliness and quality. Reporting and Metrics: Maintain logs of sourcing activities and generate regular reports on document status, outstanding items, and turnaround times. Face off with senior stakeholders and drive priorities Exhibit excellent judgement problem-solving skills, particularly in the context of a new team with or without existing precedents BASIC QUALIFICTIONS Bachelor s degree with a minimum of three years of experience in financial services, preferably in a data operations role. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment Strong knowledge or prior experience in an Operations role

The portfolio construction specialist will be an integral part of the Fixed Income Solutions portfolio management team. Initial focus of the role will work closely with LDI Team with in the Fixed income solutions group and provide support to Portfolio Managers by helping with portfolio monitoring, trade construction, constraint compliance and ensuring risk is appropriate to meet client objectives. The role will also support the new business generation and servicing of existing clients. This individual will also collaborate closely with strategists and technology teams to improve efficiency and scale of our analytics and execution process. Responsibilities Regularly review portfolio characteristics (eg duration, credit risk), cash levels, and account consistency; make recommendations to Senior portfolio managers and sector PMs Work with portfolio managers to help implement current investment views across accounts with varying objectives and constraints Construct trades for long duration, LDI, Buy Maintain and Cash Flow Matching portfolios based on investment guidelines Collaborate with the Multi-asset solutions team to develop liability benchmarks and manage flows Help design and model client portfolios through GSAM internal systems, that align with GSAM views and client objectives for existing and prospective clients Analyze and attribute portfolio performance on a regular basis Work with Technologists and Strategists to enhance and scale our analytics and technology Provide topical market-based or customized client-facing analysis as needed Support client service with ad hoc portfolio and market commentaries, analyses and deliverables Qualifications Bachelors or Masters degree of Finance, Economics, Business or Commerce. Strong communication and interpersonal skills. Strong analytical skills and keen attention to detail Ability to multi-task and meet multiple deadlines Enthusiasm for Fixed Income products and markets CFA is a plus

Role & responsibilities Good experience in the investment management industry with an undergraduate degree from an accredited college or university Education and/or work experience relating to investment research/portfolio management, portfolio attribution Portfolio performance attribution and risk management/measurement skills/experience including FactSet, Bloomberg and Morningstar Direct or similar is required Interaction with Investments/Portfolio Managers is paramount where they can position our funds/performance well Strong analytical and quantitative skills including ability to generate spreadsheets and related reports for data analysis and interpretation Excellent communication and prioritization skills as well as high attention to detail to manage multiple initiatives and key projects in a time sensitive environment CFA, CIMA, CIPM or FRM required

About This Role We are recruiting for a newly formed Core Risk Management (Core RM) group, whose objective it is to advance risk management practices at BlackRock, delivering scale and resilience to the risk management platform This opportunity is to join the Core Investment Risk Oversight team within Core RM, which will work with Investment Risk Managers and other BlackRock teams across the globe to enable efficient and effective governance and oversight of BlackRocks investment portfolios in accordance with Investment Risk Management policies and procedures The team will be responsible for managing risk exceptions and delivering reporting and analysis across the various governance and management committees, Core RM is part of the Risk & Quantitative Analysis (RQA) group, which provides independent oversight of BlackRocks fiduciary and enterprise risks globally, What will you be doing Collaborating with risk managers and technology teams to uphold processes which enable RQA to ensure risks & performance in BlackRocks investment portfolios are in line with client and regulatory expectations Ensuring governance and reporting requirements are in accordance with regulation and RQAs policies and procedures, Providing reporting on risk & performance exceptions to internal governance committees and regulatory reporting, ensuring data accuracy, providing relevant commentary and being the first point of contact for any queries, Providing risk oversight report production support to Global RQA teams, Understanding flow of information and data between various groups and systems, Being accountable for data, exception, and reporting QC, Ensure all the pre-written algos runs successfully and be able to address any change request or debugging wherever needed, Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts, Be able to generate visual reporting in Power BI and stay abreast of any change request, What do you have 1-4 years of experience in a Risk Management, Regulatory Reporting, or Investment Performance attribution, Some experience or a real curiosity about finance, investment, or quantitative processes, Good experience in Python programming language and SQL Usage of data visualisation tools like Power BI, Tableau, Data studio is a good to have, MBA/ b-tech with additional certification in FRM or CFA level-1/2 will be advantage, High emotional ownership self-starter with high energy, motivation, dedication to excellence and positive approach to business challenges, A drive to tackle risk management problems using technology, Ability to understand diverse requirements from stakeholders and deliver on the key priorities, Willingness to challenge processes, propose solutions and call out issues, Ability to explain sophisticated ideas in simple but impactful terms and communicate effectively up and down the organization to influence outcomes, Comfortable working in a fast-paced environment and running multiple high priority tasks with senior management visibility, Strong attention to detail, organizational and time management skills, What do we have The opportunity to shape an exciting new operating model and drive adoption and application of new technology, tools, and techniques to tackle real business problems, A highly respected risk management group with deep subject matter expertise and global reach, A proven track record of driving better outcomes across a wide range of investment strategies and business areas, A legacy of technology innovation and deep connectivity with technology partners, A dedication to investing in our people to increase individual enablement and ultimately build a stronger team Our goal is to create a culture of inclusion which encourages collaboration, innovation, diversity and the development our future leaders We actively engage in discussions on career growth and work with team members to understand how personal passions and strength connect with our purpose, #EarlyCareers Our Benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about, Our hybrid work model BlackRocks hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week Some business groups may require more time in the office due to their roles and responsibilities We remain focused on increasing the impactful moments that arise when we work together in person aligned with our commitment to performance and innovation As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock, About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being Our clients, and the people they serve, are saving for retirement, paying for their childrens educations, buying homes and starting businesses Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress, This mission would not be possible without our smartest investment the one we make in our employees Its why were dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive, For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: linkedin,com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law,

Hiring manager who is exp in performance mgmt and EA role. Who is very sincere and well connected with the team member for their performance. Pls share CV on sarika.vasdev@provisionconsulting.in Required Candidate profile Location will be Aerospace, Bangalore. Strong comm skills and pleaseant personality is required.

Responsibilities Develop and implement performance attribution Implementing performance accounting and reporting. very strong into performance management Worked into different asset classes and asset management Collaborate with internal teams to analyze and communicate investment performance metrics. Drive process improvements to enhance the accuracy and efficiency of performance reporting. Provide leadership and mentorship to junior team members. Requirements 4+ years of experience in investment banking with a focus on performance reporting. Strong understanding of market trends, investment products, and regulatory requirements. Excellent communication and leadership skills. Bachelor's degree in finance, economics, or a related field. Reach us If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at prachi.gupta@crescendogroup.in

About the job Key Responsibilities: Prepare and deliver regular compliance reports to clients, highlighting any issues and the actions taken to address them. Develop and maintain reporting templates that meet client specifications and regulatory standards. Ensure reports are accurate, comprehensive, and delivered within agreed-upon timelines. Serve as a point of contact for clients regarding compliance-related inquiries and reporting. Communicate effectively with clients to understand their needs and to explain complex compliance issues in an understandable manner. Work closely with portfolio managers, traders, and other internal teams to ensure a cohesive approach to compliance. Provide support during client onboarding by setting up compliance rules and reporting frameworks. Assist in the development and implementation of compliance policies and procedures Qualifications: MBA - Finance / CFA, Law, or Compliance-related qualification. Capital Markets knowledge/NCFM certifications are preferred. Experience: 4-9 years of experience in BFSI At least 2+ years of experience in investment compliance. Prior experience in the capital market and financial market along with CRD tools will be an added advantage.

Role & responsibilities Client reporting role involves efficiently creating, managing, and delivering accurate, high-quality investment reporting to Global Asset Management firm / investment bank clients. Client Reporting is a core service within the Fund Marketing Services line of business at Acuity where individuals transform clients critical fund data as per marketing requirement. We are looking for an energetic professional who is passionate about working on financial data. You will work closely with leading Global Asset Manager and their Fund Marketing Materials and various client-servicing teams. We enable clients marketing team to promote their funds through different marketing platforms across the globe. The requirement for this role, and, tasks at hand would be: Efficient and timely liaison with performance / data SMEs and internal / external partners to source information on various funds / strategies Producing and interpreting Branded and “Non-Branded” reports of Asset Management firms / investment banks Creation of customized excel and PDF based reports based on client request of various fund strategies Proficient at “Due Diligence Questionnaire” (DDQ) production for various investment products of the asset management firms / investment banks Effective documentation, tracking and reporting of the processes and tasks Diligent at managing and closing institutional client queries Preparation of strategy KITs, Sales, and, Pitch books to cater the requirements of onshore client partners.

At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! What is the Composite group responsible for? Composite Group, where you’ll ensure GIPS compliance and manage composite calculations, supporting various GIPS firms across the organization. This role involves overseeing all aspects of GIPS compliance, including composite building, calculation, and firmwide reporting, as well as coordinating annual GIPS audits and handling ad-hoc requests. You’ll work with a diverse range of asset types, including equity, fixed income, multi-assets, and digital assets, within both SMA and institutional business lines. Additionally, you’ll lead and contribute to composite-related projects, system integrations, and initiatives aimed at enhancing operational efficiencies. The ideal candidate will possess strong analytical skills, the ability to think independently, and proven experience in a fast-paced, dynamic environment. At Franklin Templeton, we value innovation, collaboration, and a commitment to excellence, offering you the opportunity to make a significant impact within a talented team dedicated to achieving outstanding results What is Senior Composite Analyst – Investment Performance and Risk responsible for? Providing data and support to marketing, sales, product and other internal teams regarding composite performance, portfolio dispersion, risk statistics and other performance related inquiries. Gather documents, research issues and support annual GIPS verifications Perform data validation, exception processing and composite dispersion testing to improve data coverage and to ensure accuracy. Create and run database queries, design report templates and improve monthly processing. Stay current with GIPS policies and changes, apply GIPS standards to composite building and reporting. Perform analysis of the portfolios to explain the portfolios’ return and characteristics. Prepare daily, weekly, monthly, and quarterly reports using the information from various applications / teams to deliver accurate reports within prescribed deadlines ensuring that all internal controls are met. Maintain composites records in accordance with Global Investment Performance Standard (GIPS®); and work to support the Firm’s annual external verification. Support various composite and GIPS projects, including automation / standardization, GIPS policy and procedures and efforts to improve deliverables. Strong proficiency in Excel is must, VLOOKUP, Pivot tables, INDEX, COUNTIF, SUMIF, power query, Pivot etc. What ideal qualifications, skills & experience would help someone to be successful? Bachelor's degree, preferably in a quantitative discipline, MBA or Master of Financial Engineering. 4-10 years relevant work experience in the Financial Services Industry generally, preferably some with investment performance, compositing and GIPS compliance. Superior quantitative skills required. The candidate should be familiar with statistical theory and have a good understanding of financial instruments and markets. Progress toward or completion of CFA or CIPM preferred Good working knowledge of performance and risk. Proficiency with SQL is desirable, as is evidence of experience with data related projects. Work Shift Timings - 2:00 PM - 11:00 PM IST