February 21, 2023
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Mumbai, Maharashtra, India, India
February 21, 2023
Apply NowJob description
Main Responsibilities
This position will be based in Mumbai, India:
This position will be based in Mumbai, India:
- Prepare performance analysis reports for institutional clients, pension fund sponsors and investment managers globally across multiple asset classes;
- Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics;
- Prepare daily, weekly, monthly and quarterly reports using the information from various applications / teams to deliver accurate client reports within prescribed deadlines ensuring that all internal controls are met;
- Provide responses to requests for performance data from internal or external clients, and/or management;
- Maintain composites records in accordance with Global Investment Performance Standard (GIPS® ); and work to support the Firm’s annual external verification;
- Support various projects, including automation / standardization efforts and the evolution of client deliverables.
- Strong proficiency in Excel is must.
- Coding and development knowledge using VBA Macros is a must.
- Ability to programmatically manipulate worksheet using VBA coding.
- Strong knowledge of VLOOKUP, Pivot tables, INDEX, COUNTIF, SUMIF, power query, Pivot etc. also coding and development knowledge using VBA Macros is a must.
- 3-5 years relevant experience in Performance and Quantitative Analysis field gained within asset management or fund house;
- Degree holder in finance/statistics/computer studies or related disciplines, with professional qualification such as CFA or CIPM or other similar qualification is a plus;
- Team player, detail-minded, strong communication skills, highly organized and proactive;
- Able to work in a team and/or independent scenario.
