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VP – Portfolio & Performance Analysis in Mumbai: Lead performance measurement, attribution & client service.
Manage GIPS reporting, oversee data quality, and drive best-in-class solutions for fixed income portfolios.
Intro
If you are a highly motivated individual with knowledge of fixed income, performance measurement & attribution experience, and understanding of GIPS reporting, you may be the perfect fit for our team! As a Vice President in the Portfolio & Performance Analysis, you will be responsible for overseeing a broad spectrum of performance measurement & attribution calculations and creating solutions for complex and continuously expanding business line.
Job Responsibilities
- - Leading strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders
- - Providing the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others
- - Interpreting results and producing attribution commentary for a range of portfolio strategies (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
- - Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
- - Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting solutions
- - Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
Required qualifications, capabilities and skills:
- - Bachelor’s degree
- - 10+ years experience in Performance and Attribution measurement
- - Strong understanding of fixed income products, including structured products and derivatives
- - Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies
- - Established quantitative skills with strong cognitive and problem solving capabilities
- - Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders
- - Strong relationship management skills to build sustainable and productive alliances across matrix organizations
Preferred qualifications, capabilities and skills:
- - CFA, or CIPM designation
- - Strong MS Excel skills
- - Experience in fixed income products
- - Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner