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 a Portfolio & Performance Analysis Vice President within our dynamic team, you will be tasked with the oversight of a wide range of performance measurement and attribution calculations. Your role will involve the creation of solutions for a complex and continuously expanding business line. You will spearhead strategic infrastructure initiatives aimed at implementing top-tier solutions for our stakeholders. Your role will also involve providing exceptional client service by understanding our client’s needs and fostering relationships across the organization, specifically with Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others. You will interpret results and produce attribution commentary for a variety of portfolio strategies, including long and short duration, emerging markets, high yield, etc. This will involve determining sources of alpha and identifying the factors responsible for these results. You will also provide regular and bespoke risk and return analysis to portfolio managers and investment specialists. Additionally, you will monitor data quality and perform comparisons between computations from different sources, such as internal vs external.
Job responsibilities
Lead strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders Provide the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others Interpreting results and producing attribution commentary for a range of portfolio strategies (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists Oversee a broad spectrum of performance measurement & attribution calculations and creating reporting solutions Monitor data quality and performing compares between computations from different sources (e.g. internal vs external)Required qualifications, capabilities and skills:
Bachelor’s degree Minimum 8 years experience in Performance and Attribution measurement Strong understanding of fixed income products, including structured products and derivatives Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies Established quantitative skills with strong cognitive and problem solving capabilities Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders Strong relationship management skills to build sustainable and productive alliances across matrix organizations Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner Strong MS Excel skillsPreferred qualifications, capabilities and skills:
CFA, or CIPM designation preferred