1. Overview
We are seeking an analytical professional to support investment decision-making through rigorous data analysis and performance measurement.
2. Key Responsibilities
- Analyze portfolio performance, risk metrics, and attribution to evaluate investment strategies and manager effectiveness
- Develop and maintain reporting dashboards and analytics tools to support portfolio managers and senior leadership
- Conduct quantitative research on market trends, asset allocation, and investment opportunities
- Monitor compliance with investment guidelines and risk parameters
- Collaborate with portfolio management, operations, and client service teams to deliver actionable insights
- Prepare presentations and reports for internal stakeholders and clients
3. Qualifications
- Bachelor's degree in Finance, Economics, Mathematics, Statistics, or related field; CFA or advanced degree preferred
- 2-5 years of experience in investment analytics, performance measurement, or related role
- Strong proficiency in Excel, SQL, and data visualization tools (Tableau, Power BI, or similar)
- Familiarity with portfolio management systems and financial databases (Bloomberg, FactSet, Morningstar)
- Excellent analytical, problem-solving, and communication skills
- Understanding of investment vehicles, portfolio theory, and risk management principles
