Manager Performance & Attribution Reporting

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Mathematics, Statistics, or a related discipline.
• CIPM, CFA Charter holder or equivalent professional qualification is highly desirable.
• Experience Requirements
• 10–12 years of experience in investment performance measurement, attribution reporting, portfolio analytics, or investment reporting.
• Minimum 3 years leading or supervising performance reporting teams.
• Experience within a sovereign wealth fund, asset owner, asset management firm, pension fund, or institutional investment environment is strongly preferred.
• Proven experience working with multi-asset portfolios, benchmark methodologies, and institutional investment performance reporting.
• Experience implementing analytical reporting enhancements, automation initiatives, or performance systems development is required.
• Technical Expertise / Skills / Knowledge
• Strong knowledge of investment performance measurement and contribution/attribution methodologies across Public and Private assets within an overall multi-asset portfolio.
• Strong understanding of accounting, valuation, and investment data and flows.
• Deep experience within the areas of portfolio analytics, benchmark construction, and performance reporting.
• Familiarity with performance measurement systems (e.g., Solovis, SimCorp, BNY Eagle, Bloomberg PORT, FactSet, MSCI Barra, or equivalent).
• Advanced analytical, reporting, commentary and presentation skills, specifically with reporting and data visualization tools e.g. Power BI.
• Ability to interpret complex investment information and communicate insights clearly to senior stakeholders both in spoken and written form.