Performance Analyst
منذ 1 ساعة
source : tanqeeb

Responsible for creating report templates and preparation of accurate and timely investment performance reports. Carries out complex ad-

hoc analysis for management. Also provides inputs for improving current processes and methods of data analysis and ad-hoc reporting.


  • Generate the investment performance & attribution reports to facilitate the review of the investment performance at investment level, manager level, portfolio level, fund level.
  • Responsible for ensuring that the performance reports produced (either predefined or ad-hoc) are complete and accurate and presented and submitted in accordance with the organization’s internal policies and procedures.
  • Co-ordinate with internal teams to collate relevant investment data, in an efficient and effective manner.
  • Introduce necessary checks and balances (e.g. data reconciliations) to ensure the completeness and accuracy of the data that is used in the performance reporting.
  • Identify the ways and means to make the performance analytics efficient and effective.
  • Pursue and participate in the continuous development and enhancement of analysis and reporting deliverables (e.g. project work) to meet business requirements.
  • Ensure the required supporting documentation on investment data is kept and any information utilised for performance reporting is captured on systems in a structured manner.
  • Leverage the expertise and skillset of multi-discipline functions within Finance Department to improve portfolio analytics.
  • Keep abreast of the industry standards (e.g. GIPS) that commensurate with the nature, complexity and the geographical spread of the organization’s portfolio, and market dynamics.
  • Minimum Qualifications :

  • Graduate in Accounting / Engineering / Economics / Mathematics.
  • CIPM or CFA qualified
  • Minimum Experience :

  • 3 - 6 years of experience in performance measurement and reporting or portfolio analytics.
  • Candidates having exposure to Middle office / Product Control in Investment Management / Financial Services industry are preferable
  • Strong and demonstrable reporting skillset
  • Job-Specific Skills :

  • Possess a good awareness of the financial products.
  • Microstrategy Report tool experience is highly desirable.
  • Advanced Excel skills and good knowledge of other MS Office applications. Prior experience in working with data modelling, developing analytics, SQL etc. is highly desirable.
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