Investment Performance Analysis
8 hours ago
Job rotation and career enhancement (formal and informal training) is also a part of the ethos within the team environment. These include:
- Produce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients.
- Assist where necessary to produce ad-hoc request for multiple clients
- Maintain strong relations with various areas of IMS and with the client directly via regular consultations and correspondence.
- Help drive team forward and promote team-working
- Engage in the Change Management Process for the Investment Analytics team. Ensuring all changes logged from the client and affecting the team are actioned accordingly. Correspond with the Change team to highlight any missing information requirements and communicate issues we may have. Delegation of Change Requests to respective members of the IMS Investment Analytics team, and ensuring responses are given to the Change Team within the agreed SLA timelines.
- JV oversight - regular communication with the JV for oversight of the daily, weekly and monthly tasks. Ensuring the SLA and KPI requirements are met and any issues are raised appropriately, including regular meetings and discussions with JV leads.
Provide daily support to the Operations team. Ensuring all client timetabled deadlines are met and all ad-hoc queries are completed in a timely manner. Regularly review procedures and implement changes to improve the reporting and communication process. Contribute to driving any new client onboarding Projects forward and maintain oversight.
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Investment Performance Analysis
2 weeks ago
Bengaluru, Karnataka, India State Street Corporation Full timeInvestment Performance Analysis - Associate **Job Description**: **Key Responsibilities & Experience Range** - Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.) - Validate completeness and accuracy of data in department's performance, risk, and...
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Investment Performance Analysis
2 days ago
Bengaluru, Karnataka, India State Street Corporation Full timeInvestment Performance Analysis - Associate Overall purpose of the role: - Provide Operation / Oversight Services within IMS Investment Analytics - Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance - Produce accurate and timely data - Assists where necessary to produce ad-hoc data for other Departments - Maintain strong...
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Investment Performance Analysis
8 hours ago
Bengaluru, India State Street Full timeJob Description: Skills & Knowledge - Qualification & Certifications - Post Graduate, preferably an MBA in Finance from a reputed institute. - FRM/CFA/Financial industry related certification is an added advantage. - Experience in Performance Measurement will be an added advantage. Primary Skills (Must Have) - Good understanding of Equity, Fixed Income and...
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Associate 2 - Investment Performance Analysis
2 weeks ago
Bengaluru, India State Street Full time**What you will be responsible for**: - Onboarding of new clients for investment compliance by understanding the client requirements, interpreting the prospectus / investment mandate and extracting compliance restrictions to create a compliance rule matrix. - Liaise with clients to obtain additional information that may be necessary from time to time to...
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Senior Analyst, Investment Strategy
2 weeks ago
Bengaluru, Karnataka, India State Street Investment Management Full time ₹ 15,00,000 - ₹ 25,00,000 per yearState Street Investment Management, one of the world's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team of State Street...
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Bengaluru, India State Street Full timeProduce accurate and timely operational data, from in house and 3rd party systems, on a monthly/quarterly basis for Equities, Fixed and Balanced clients. - Assist where necessary to produce ad-hoc request for multiple clients - Maintain strong relations with various areas of P&A and with the client directly via regular consultations and correspondence. -...
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Investment Performance Analysis
2 weeks ago
Bengaluru, India State Street Full timeKey Responsibilities & Experience Range - Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.) - Validate completeness and accuracy of data in department’s performance, risk, and analytics tools. - The analyst must have strong communication skills...
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Portfolio & performance Analysis - Associate
2 weeks ago
Bengaluru, Karnataka, India JPMorganChase Full timeJOB DESCRIPTIONAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business.As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite...
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Portfolio & performance Analysis - Associate
2 weeks ago
Bengaluru, Karnataka, India JPMorgan Chase & Co. Full time ₹ 8,00,000 - ₹ 24,00,000 per yearJob Description Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global...
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Portfolio & performance Analysis - Associate
2 weeks ago
Bengaluru, India JP Morgan Chase & Co. Full timeJob Description Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite...
