Performance & Analytics Analyst

Posted:
11/25/2024, 8:05:02 PM

Location(s):
Pune, Maharashtra, India ⋅ Maharashtra, India

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Data & Analytics

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Department Description:

Global Analytics (GA) and Performance department is AB’s strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. Department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage.

GA & Performance department includes 4 major functions:

  • Account and GIPS composite performance
  • Performance attribution and analytics
  • Investment risk analytics
  • Benchmark service

Role Description:

The Analyst is a key role for our firm providing various fund benchmark and its respective LIM and Morningstar Peer group monthly performance.

Analyst will be responsible for day-to-day activities of the team which include

  • Ensure timely delivery of standard and ad-hoc analytics/ reports.
  • Contribute towards Process Improvement initiatives/automations within the team.
  • Adhere to the quality standards as per business requirements by ensuring accuracy and timeliness parameters are met as per the target.

Key job responsibilities include, but are not limited to:

  • Review fund and Category level performance and Resolve/Update/Escalate wherever necessary.
  • Responsible for service delivery by team on agreed key performance metrics of turnaround time, quality, etc.
  • Respond to Ad-hoc requests in timely manner with 100% accuracy.
  • Daily involvement in production issues around all the process. Support production where required.
  • Maintain procedure documents and review annually for changes.

Qualification/Experience:

  • Graduate /post graduate (Finance)
  • Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
  • Experience with Performance reporting, portfolio performance and investments and/or products
  • Strong interpersonal, communication, listening, and writing skills.
  • Action oriented with a focus on results and an innovative mindset.
  • Highly motivated, proactive and self-starter
  • Ability to work well on a global integrated team.
  • Proficiency with Excel, PowerPoint and Outlook.
  • Experience in Performance reporting will be preferred (0-2 years).

Pune, India