Performance & Analytics Analyst

Experience from 0 to 2 years

Job Title: Analyst – Performance & Analytics Analyst

Experience Level: 0 – 2 Years

Employment Type: Full-Time

Role Summary

The Institutional Performance team is responsible for calculating and reporting key performance metrics to portfolio managers, associate portfolio managers, client servicing teams, custodians, and end clients. As an Analyst, you will manage day-to-day operations focused on calculating account returns, analyzing total returns, identifying benchmark variance, and preparing routine and ad-hoc risk and return reports.

Key Responsibilities

• Account Return & Variance Analysis: Calculate and analyze account total returns for institutional portfolios that deviate from acceptable tolerance levels against benchmark returns or representative strategy accounts.

• Performance Reporting & QC Sign-Off: Prepare and review gross-of-fees and net-of-fees performance reports alongside risk statistics on both scheduled and ad-hoc bases. Conduct rigorous quality control, reconcile discrepancies, and complete monthly performance sign-offs.

• Operational Enablement & Knowledge Transfer: Actively participate in cross-training across end-to-end performance workflows, assist in training new team members on performance reports, tools, and processes, and help maintain comprehensive Standard Operating Procedure (SOP) documentation.

Must-Have Requirements

• Experience: 0 to 2 years of relevant experience in capital markets, fund accounting, or investment performance measurement (Freshers with relevant certifications are encouraged to apply).

• Certifications & Training:

  • NISM Certified (Mandatory).

  • Candidates from Imarticus Learning are preferred/eligible.

• Technical Skills:

  • Proficiency in MS Excel (Basic to Intermediate Excel skills are mandatory, including formulas, lookups, and data validation).

  • Foundational knowledge of capital markets, financial instruments, and portfolio return calculation methodologies.

Qualifications & Competencies

• Education: Bachelor’s degree or MBA in Finance, Commerce, Economics, or a related discipline.

• Analytical Mindset: High attention to detail with the ability to identify anomalies, variances, and calculation discrepancies under operational deadlines.

• Communication & Execution: Strong verbal and written communication skills with the ability to collaborate effectively across operational and client-facing teams.