Manager, Performance & Attribution Reporting

Role Overview

Performance Measurement and Attribution

• Manage end-to-end performance measurement across portfolios, asset classes, and portfolio aggregations.
• Calculate and validate portfolio returns using approved methodologies.
• Produce and review contribution and attribution analyses covering asset allocation, security selection, factor attribution, and risk-adjusted performance.
• Validate benchmark calculations and comparative performance reporting.

Portfolio Analytics and Reporting

• Analyze performance against investment objectives, benchmarks, strategic asset allocation, and relevant industry approaches.
• Identify return drivers and investigate performance variances.
• Produce reports and analytical commentary for Executive Management, Committees, Asset Class Teams, Portfolio Managers, and the CFO.
• Support ad hoc portfolio performance analysis.

Data, Controls, and Systems

• Ensure performance data accuracy, integrity, reconciliation, validation, and exception management across platforms.
• Maintain methodology, policy, control, audit, and evidence documentation.
• Oversee performance reporting platforms and analytical tools.
• Support system enhancements, reporting automation, platform integration, data quality improvements, visualization, and AI-enabled reporting tools.

Governance and Stakeholders

• Ensure compliance with approved methodologies, governance standards, and internal controls.
• Review methodologies and standards periodically.
• Coordinate with Investment, Risk, Operations, IT, and Data teams to resolve discrepancies.
• Liaise with third-party providers and support governance forums with accurate reporting.

Qualifications and Experience

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related discipline.
• CIPM, CFA charterholder, or an equivalent professional qualification is highly desirable.
• 10–12 years of relevant experience in performance measurement, attribution, portfolio analytics, or investment reporting.
• At least 3 years leading or supervising performance reporting teams.
• Experience with multi-asset portfolios, benchmark methodologies, institutional reporting, and reporting automation is required.
• Experience in a sovereign wealth fund, asset owner, asset manager, pension fund, or institutional investment environment is strongly preferred.

Technical Skills and Knowledge

• Strong knowledge of performance measurement and attribution methodologies across public and private assets.
• Strong understanding of accounting, valuation, investment data, and data flows.
• Deep experience in portfolio analytics, benchmark construction, and performance reporting.
• Familiarity with Solovis, SimCorp, BNY Eagle, Bloomberg PORT, FactSet, MSCI Barra, or equivalent platforms.
• Advanced reporting and data visualization skills, including Power BI.
• Ability to communicate complex investment insights clearly to senior stakeholders in writing and speech.