Investment Performance Analysis

Investment 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...

Investment 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...

Job 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...

**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...

**JOB 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 Group team to partner with the Business. As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to...

State 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...

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 P&A and with the client directly via regular consultations and correspondence. -...

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...

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 internal / external relations - Help drive...

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 analytics tools. - The analyst must have strong communication skills...