Responsibilities:
- Calculate performance returns and performance attribution across the product range, ensuring accuracy and timely delivery.
- Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers.
- Be a driver of the development and implementation of the performance and attribution systems.
- Think creatively and deliver innovative solutions to our complex client demands, always striving to find ways to improve processes and service.
- Identify and correct data and process problems; engage with relevant internal teams to eliminate recurrent problems that impact our deliverables.
- Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Portfolio Managers, Portfolio Managers, Middle Office, Client Reporting and others.
- Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects and testing of software and system tools.
- Maintain high standards of quality control checks and procedures; develop and review controls in light of key business projects and business changes; be a driver of improvements.
- Work effectively with teams and colleagues in different levels of the organization and across different geographical locations, including training and mentorship.
Qualifications & Skills:
Education :
Graduation in Accounting/ Mathematics/Economics. CFA/CIPM preferred
Financial Knowledge:
Experience in Capital Markets /BFSI verticals (3+years ) Understanding of different instruments viz Equities, FI, Derivatives, Cash, FX or Asset Mgt methodologies, Experience with portfolio performance, investments and/or products
Soft skills:
Attention to detail, excellent written and verbal communication,
Leadership and Delivery Focus:
Fast paced working style, ability to execute multiple projects, confident personality, ability to positively influence people and projects outcome
Specialize in capital markets:
Project implementation in Asset & Wealth Mgt , Investment Banking
Organizational & Analytical Skills:
Project Management, Automations, Quality & Risk management, Oversight and control, Transition Management (testing, designing processes, documenting), Process Management (implementing, Monitoring, improving), Operation Management (reviewing, Controlling, reporting), Stakeholder Management, Team management skills, Proficiency with Excel, PowerPoint