Crisil - Performance & Attribution Analyst

About CRISIL Limited

CRISIL is a leading, agile, and innovative global analytics company driven by its mission of making markets function better.

It is Indias foremost provider of ratings, data, research, analytics, and solutions with a strong track record of growth, culture of innovation, and global footprint.

It has delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers through businesses that operate from India, the US, the UK, Argentina, Poland, China, Hong Kong, Singapore, Australia, Switzerland, Japan, and the United Arab Emirates (UAE).

It is majority owned by S&P Global Inc, a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.

CRISIL is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.

To know more: www.crisil.com

Life at CRISIL

Be the impact

Drive growth with a strong sense of purpose.

Create lasting impact that affects individuals, businesses, and the society at large.

That's what 'Life@CRISIL' is all about.

This is where you unlock the next chapter of your career - fueled by our caring culture which encourages you to learn and innovate, an environment that fosters positivity through our people-first approach and an attractive rewards & benefits program that puts your growth in the spotlight. An inspiring setting where you will find the brightest minds, inspiring you to unleash your potential.

CRISIL is a place where your ideas and opinions are always welcome, and continuous learning is the norm. Because we know thats what it takes to solve the biggest real-world challenges and move the needle in the direction of unexplored future possibilities. All without compromising on our strong ethics.

So go ahead. Unlock the next chapter of your career.

Be the impact that transforms the world.

Department - GR&RS

Job Description

KEY ACCOUNTABILITIES

As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management.

- Review performance and portfolio analytics for use in client reports

- Attend to queries on fund and/or benchmark returns, asset returns or attribution results.

- Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution

- Produce peer fund comparison analysis based on Morningstar Direct

- Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.)

- Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation)

- Maintain the list of GIPS composites and provide assurance that the firm complies with the GIPS standards

- Maintain stakeholder relationships and manage expectations.

- Identify and execute continuous process improvement and automation.

- Maintain portfolio data to ensure accurate performance calculations.

EXPERIENCE / QUALIFICATIONS

- 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role

- CIPM or CFA is preferred (or working towards)

- Strong understanding of portfolio analysis including performance and attribution calculation methodologies

- Experience in using FactSet (B-one, SPAR and PA) is a plus.

- Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage.

- Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable.

GENERAL CANDIDATE ATTRIBUTES

- Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives)

- Well-rounded knowledge of asset management operational workflows

- Highly organized and proactive

- Ability to multi-task and with strong attention to detail

- Ability to interact and communicate effectively.

- Ability to work in a high-pressure environment with tight deadlines.

- Audit and controls focused.

- Must be a team player.

Open Positions - 1

Mandatory Skills - Performance Attribution, Performance Reporting, Performance Analysis

Location - Pune, Maharashtra, India

Education Qualification - MBA, CFA,FRM

Experience - 2 to 5 years