Portfolio Performance Expert

2 weeks ago

Bengaluru, Karnataka, India beBeePerformance Full time ₹ 1,36,61,000 - ₹ 2,01,77,000
Investment Performance AnalystJob Overview

We are seeking a skilled Investment Performance Analyst to join our team. As an Investment Performance Analyst, you will play a critical role in analyzing and attributing investment performance, reconciling portfolio benchmark performance, and validating data accuracy.

Key Responsibilities
  • Conduct thorough analysis of investment performance, including absolute and relative portfolio performance metrics.
  • Reconcile and update portfolio benchmark performance, identifying and resolving discrepancies at the transaction, position, and pricing levels.
  • Retrieve, validate, and upload data from various source vendor systems, ensuring seamless integration with our applications.
  • Verify completeness and accuracy of data within our performance, risk, and analytics tools.
Requirements
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Proficiency in financial data analysis, with knowledge of investment products and markets.
  • Excellent communication and interpersonal skills, with the ability to work collaboratively with cross-functional teams.
  • Ability to work under pressure, prioritizing tasks and meeting deadlines in a fast-paced environment.
Benefits

This is an exciting opportunity for a motivated and detail-oriented individual to join our team as an Investment Performance Analyst. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

What We Offer

At our organization, we value our employees' contributions and offer a range of benefits, including health insurance, retirement savings plan, and paid time off. We also provide opportunities for professional growth and development, including training, mentorship, and career advancement.

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