Strategic Investment Performance Analyst

2 weeks ago

Mumbai, Maharashtra, India beBeePerformance Full time US$ 1,00,000 - US$ 1,40,000
Lead Performance Reporting Specialist

At our organization, we are focused on delivering a safe and efficient technology platform to consolidate and share data from thousands of banks, custodians, and fund managers. Our dynamic team is passionate about changing the way wealthy families and their advisors view financial assets and make decisions.

Key Responsibilities:
  • Oversee the preparation and delivery of accurate and timely performance reports across multiple asset classes.
  • Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
  • Ensure the reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
  • Implement data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
  • Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
  • Collaborate with technology teams to improve data pipelines.
  • Present insights to senior leadership and family principals in a clear and concise manner.
  • Maintain adherence to internal controls, reporting standards, and regulatory requirements.

Requirements:

  • Bachelor's or master's degree in finance, accounting, economics, or related field; FRM or CAIA preferred.
  • 8-10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a multi-asset environment.
  • Strong knowledge of financial instruments: equities, fixed income, structured products, FX, derivatives, and alternatives.
  • Advanced proficiency in Excel, SQL, and experience with BI tools.
  • Familiarity with portfolio management and performance measurement systems.
  • Excellent analytical, problem-solving, and communication skills.

What We Offer:

  • Opportunity to work closely with senior decision-makers in a dynamic investment environment.
  • Exposure to a broad range of asset classes and sophisticated investment strategies.
  • Competitive compensation package.

Why Choose Us?

We value self-starters, learners, contributors, and creators who thrive on continuous improvement. We foster an inclusive environment that appreciates the personal and professional objectives of our team members.

Our goal is to empower employees through our values, promoting trust, passion, and teamwork. We strive for diversity and inclusion, bringing different experiences and views to drive innovation and collaboration.

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