
Portfolio Performance Analyst
5 days ago
About the Role
We are seeking a skilled Portfolio Performance Analyst to join our team. In this role, you will be responsible for analyzing portfolio performance and providing insights to support investment decisions.
You will reconcile and update portfolio benchmark performance, validate security level discrepancies, and retrieve data from various source systems. Your analytical skills will help identify trends and opportunities for improvement.
Key Responsibilities:
- Perform in-depth analysis of portfolio performance, including absolute and relative returns
- Reconcile and update portfolio benchmark performance and investigate discrepancies
- Retrieve data from various source systems and upload it to our applications
- Validate completeness and accuracy of data in our analytics tools
Required Skills and Qualifications:
- Post-graduate degree in Finance or related field
- FRM or CFA certification is an advantage
- Fresher or experienced candidate with 5-6 years of experience in financial services
- Strong understanding of equity, fixed income, and derivative instruments
- Knowledge of investment management industry and security analysis
- Excellent analytical and problem-solving skills
Benefits:
- Opportunity to work with a leading financial services firm
- Collaborative and dynamic work environment
- Professional development and growth opportunities
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