Investment Researcher - Performance Attribution Reporting - BFSI

An exciting leadership job opportunity with a leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum with at least 2.5 years- experience in Portfolio analysis, Performance Attribution Reporting & Commentary in a Global BFSI/Financial Services/Investment management set up.

The candidate should have hands on experience in performance attribution reporting, working on IT projects (like migration from Barclays point to Bloomberg) & experience in working on tools like VBA and SQL. Our distinguished client is looking for a team manager who would be a part of their investment solution team and who will be revamping their portal which tracks fund performance.

LOCATION: Gurgaon.

YOUR EMPLOYER:

A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.

RESPONSIBILITIES:

- Working on revamping the portal that tracks the fund performance in investment solution team

- Delivering performance attribution reports for UK pension funds

- Analyzing pension plans (defined benefit and defined contribution) on the basis of asset allocation, positioning, performance attribution, risk-return analysis etc.

- Preparing performance analysis and provide investment recommendations of various active and passive investment options on quarterly basis

- Writing the performance attribution of various investment strategies taking into consideration the security selection effect and allocation effect

- Drafting manager commentaries on a quarterly basis using micro-attribution analysis.

- Promoting automation within reporting infrastructure using VBA and SQL while streamlining reporting processes and database development.

REQUIREMENTS:

- B Tech. /MCA/ MSc. In IT / Computer Science / Applied Mathematics with CFA/FRM

- 2.5-10 years- experience in investment management/ fund management firm with expertise in IT projects and portfolio analytics and performance attribution reporting.

- Prior experience in reporting of pension funds or other financial institutions is preferred

- Strong experience in tools like Prism, Barclays point, Bloomberg, Factset etc, and hands on in automation tools like VBA and SQL.

- Excellent insurance/employee benefits domain knowledge across geographies.

- Excellent communication and interpersonal skills

- A techno-functional professional with experience in managing teams.

- Experience of working in Global/ Cross-cultural teams will be preferred Adaptive to organizational culture and business environment.

WHAT IS IN STORE FOR YOU?

- An opportunity to define, lead and coordinate the operations of the company.

- Liaise extensively with stakeholders.

- A high-performance culture with phenomenal career progression.