Asset Management - Portfolio & Performance Analysis - Vice President

If you are a highly motivated individual with knowledge of fixed income, performance measurement & attribution experience, and understanding of GIPS reporting, you may be the perfect fit for our team!

As a Vice President in the Portfolio & Performance Analysis, you will be responsible for overseeing a broad spectrum of performance measurement & attribution calculations and creating solutions for complex and continuously expanding business line. 

Job Responsibilities

• Leading strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders


• Providing the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others


• Interpreting results and producing attribution commentary for a range of portfolio strategies (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results


• Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists


• Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting solutions 


• Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)

Required qualifications, capabilities and skills:

• Bachelor’s degree 


• 10+ years experience in Performance and Attribution measurement


• Strong understanding of fixed income products, including structured products and derivatives


• Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies


• Established quantitative skills with strong cognitive and problem solving capabilities


• Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders


• Strong relationship management skills to build sustainable and productive alliances across matrix organizations

Preferred qualifications, capabilities and skills:

• CFA, or CIPM designation 


• Strong MS Excel skills


• Experience in fixed income products


• Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner