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Responsible for monthly performance production of assigned portfolio/strategies. Including performance attributions, decomposition and insights
Compile and coordinate the distribution of reports for internal and external reporting, adding Value and efficiency where possible
Complete ad-hoc requests. Perform various analyses on specific strategies on an adhoc basis using multiply tools and techniques at our disposal.
Ensure all deadlines are met while building a good working relationship with key clients including fund managers, PSU, RFP and Client Reporting teams.
Participate and assist in project for the PPA team
Previous Performance Measurement and Portfolio Analytics experience in a related role
Performance Attribution – creation and interpretation
Knowledge and Skills
Factset experience with PA3 perspective is essential. This should include: knowledge of how to create, run and interpret attribution reports. Working knowledge of data central, mapping tables and account settings.
SPAR experience including excel coding via addin
Good working knowledge of Excel: pivot tables and macro use preferable
Lipper/Morningstar: knowledge of how to create, run and interpret reports within the system would be helpful.
Strong oral, written and listening skills to represent the PPA team, communicate with internal clients and external parties
Good organizational skills with the ability to meet regular deadlines and coordinate project alongside production and adhoc requests
Ability to work as a team player and also able to work autonomously