Become a Performance Director at a leading financial services firm. Drive impactful investment analytics and mentor teams for operational excellence. Shape strategic initiatives and optimize portfolio performance.
Performance Director
in Financial Services PermanentJob Detail
Job Description
Overview
- Lead investment performance initiatives within a dynamic financial services firm, driving portfolio analytics and reporting excellence across diverse asset classes.
- Collaborate with cross-functional teams to enhance operational efficiency and data accuracy in performance measurement systems.
- Contribute to strategic projects, supporting organizational growth and success in the investment domain.
- Develop expertise in performance metrics, benchmarking, and attribution analysis across multiple investment strategies.
- Engage with senior leadership to provide insights and recommendations for performance optimization.
- Mentor and guide junior analysts, fostering a culture of learning and continuous improvement.
- Gain exposure to innovative investment approaches and cutting-edge analytics tools.
Key Responsibilities & Duties
- Analyze and report on portfolio and composite performance, ensuring accuracy in measurement and benchmarking.
- Provide advanced attribution analysis to identify performance drivers and evaluate strategic goals.
- Collaborate with portfolio managers and analysts to calculate and review investment analytics.
- Ensure the integrity of performance and analytics data, improving data capture and integration processes.
- Resolve complex data anomalies and lead initiatives to enhance operational efficiency.
- Serve as a lead analyst on investment performance projects, guiding junior analysts and contributing to strategic initiatives.
- Develop and implement best practices for performance measurement and reporting.
- Support compliance with industry standards and regulatory requirements in performance reporting.
Job Requirements
- Bachelor’s degree in business, finance, economics, or statistics, or equivalent work experience.
- 5-10 years of experience in investment performance, fixed income analytics, or investment operations.
- Advanced knowledge of asset classes, including bonds, equities, alternative investments, and derivatives.
- Proficiency in performance metrics, attribution, and industry systems like Aladdin, FactSet, and Eagle Performance.
- Strong analytical, organizational, and communication skills with a collaborative mindset.
- Ability to manage multiple tasks and requests while displaying intellectual curiosity and innovation.
- Entrepreneurial and resourceful approach with high integrity and accountability.
- Commitment to continuous professional development and staying updated on industry trends.
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