Sr. Executive / Assistant Manager - Performance Analytics

JOB DECRIPTION

Department: Performance Analytics

Designation: Sr. Executive / Assistant Manager

Reporting to: Manager

Roles and Responsibilities:

• Gathering, calculating and analyzing investment performance data
• Drawing appropriate comparisons between various indices and clients portfolio
• Reporting to management and external clients on investment performance
• Corposite preparation and maintenance
• Analysis of Performance Deviation among various portfolios
• Assisting with the ongoing development of performance analysis reporting information
• Contribution and Attribution Analysis
• Investment Performance Risk evaluation
• Investment Performance Reconciliation
• Prepare Portfolio Characteristics and Fund Factsheets

Skill Set & Personality Traits:

1. Good Analytical and evaluation skills

2. Good Communications and presentation skills

3. Working knowledge of Indian capital market operations

4. Working knowledge of NAV computation of unitized funds and portfolio valuation of

separately managed accounts

5. Numerical skills

6. Should be thorough with excel

7. Should be GIPS literate

8. Implementation and working experience on any Portfolio Analytics applications.

Age:

Relevant Experience:

Qualifications

• CIPM Certificate Holders from the US CFA Institute, or
• Candidates pursuing courses like CIPM or CFA from the US CFA Institute, or
• CA, MBA (Finance) OR B. Com (Accounting / Banking) OR with an analytical bent of mind having exposure to investment analysis, valuations and other related area.
• B. Sc. (Maths / Stats) with pr

If your profile aligns with the above- mentioned requirement and if you are interested, please email your CV to rajeshwari@pariveda.in