Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio & Performance Analysis team to partner with the Business.

As an Associate in the Portfolio & Performance Analysis team, you will have a unique opportunity to partner with the Business. You will need a broad understanding of performance, be highly organized and intellectually curious, and partner well across multiple teams and all seniority levels. You will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to promote performance insights. This role will require you to perform tasks such as rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction. Your analysis will be instrumental in helping external clients understand promoters of return in their portfolios and helping us internally measure the effectiveness of our products and strategies. 

Job responsibilities:

 

Support performance measurement and attribution processes for the Global Solutions and Alternatives Asset Class, including real estate, and other alternative investments.  Support business as usual (BAU) activities for monthly client & fund performance reporting, particularly for Alternative Real Estate Funds, ensuring timely and accurate delivery of performance metrics.     Utilize industry-standard performance calculation methodologies and tools to ensure accuracy and consistency in performance reporting.  Maintain and enhance performance measurement databases and systems to support evolving business needs and reporting requirements.  Assist the Alternatives lead to Collaborate with the PAG Alternatives lead to identify opportunities for expanding the PAG offering into various alternative verticals.  Engage with clients to understand their specific problem statements and challenges within the alternative investment space.  Act as a subject matter expert on solutions advisory and alternative investments, providing guidance and support to both internal stakeholders and client reporting teams Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external).  Respond promptly to ad-hoc performance-related inquiries from stakeholders. Support the team with metrics, reporting, and critical business as usual (BAU) activities during month-end periods, ensuring smooth operations and timely delivery of performance metrics Identify opportunities to enhance performance analysis processes, workflows, and controls to increase efficiency, scalability, and accuracy Drive initiatives to leverage technology, automation, and analytics tools to streamline performance reporting and analysis activities.

Required qualifications, capabilities and skills:

Knowledge of portfolio accounting principles, and performance and attribution methodologies Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS Solid analytical ability to research and analyze complex data sets Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution  Passion for the investments business and financial markets Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures Understanding of the various businesses/products within the Asset management & Wealth management space Thorough understanding of ex-post risk concepts and methodologies

Preferred qualifications, capabilities and skills:

CIPM/CFA or progress toward designation a plus Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus