Investment Performance Analysis

1 month ago


Bengaluru, Karnataka, India State Street Full time

Job Description

Responsibilities & Experience

  • Analysis and Attribution - Analyze portfolio performance and factors affecting it, such as security selection and asset allocation.
  • Reconcile and validate portfolio performance, resolve discrepancies, and update data from various sources.
  • Ensure data accuracy in performance, risk, and analytics tools.
  • Communicate effectively with various teams and stakeholders about performance calculations.

Supportive Responsibilities

  • Collaborate with teams to create and validate performance reports.
  • Troubleshoot issues, escalate problems when necessary, and support firm-wide performance goals.
  • Be flexible in working hours, handle stressful periods effectively, and actively participate in organizational forums.

Skills & Knowledge

  • Qualifications & Certifications
  • Graduate with an MBA in Finance and 2-3 years of financial firm experience.
  • Experience in Performance Measurement is a plus.

Primary Skills

  • Understanding of Equity, Fixed Income, and Derivative instruments.
  • Knowledge of security analysis, portfolio management, and financial markets.
  • Basic MS Office skills.

Secondary Skills

  • Team player with multitasking abilities.
  • Ability to work independently, prioritize tasks, and meet deadlines.
  • Strong communication skills.

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