MAIN RESPONSIBILITIES
This position will be based in Mumbai, India:
- Prepare performance analysis reports for institutional clients, pension fund sponsors and investment managers globally across multiple asset classes.
- Perform analysis of the portfolios to explain the portfolios’ return attribution and characteristics.
- Prepare daily, weekly, monthly, and quarterly reports using the information from various applications / teams to deliver accurate client reports within prescribed deadlines ensuring that all internal controls are met.
- Provide responses to requests for performance data from internal or external clients, and/or management.
- Maintain composites records in accordance with Global Investment Performance Standard (GIPS®); and work to support the Firm’s annual external verification.
- Support various projects, including automation / standardization efforts and the evolution of client deliverables.
- Strong proficiency in Excel is must.
- Coding and development knowledge using VBA Macros is a must.
- Ability to programmatically manipulate worksheet using VBA coding.
- Strong knowledge of VLOOKUP, Pivot tables, INDEX, COUNTIF, SUMIF, power query, Pivot etc. also coding and development knowledge using VBA Macros is a must.
QUALIFICATIONS
3-5 years relevant experience in Performance and Quantitative Analysis field gained within asset management or fund house.
• Degree holder in finance/statistics/computer studies or related disciplines, with professional qualification such as CFA or CIPM or other similar qualification is a plus.
• Team player, detail-minded, strong communication skills, highly organized and proactive.
• Able to work in a team and/or independent scenario.
• Conversant with common financial information systems such as Port+, FactSet, Wilshire IQ and Aladdin
Top Skills
What We Do
PineBridge Investments is a private, global asset manager focused on active, high-conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 30 September 2024, the firm managed US$203.1 billion across global asset classes for sophisticated investors around the world.
We aim to foster a globally inclusive workplace, contribute to the communities in which we live and work, and invest in companies that are committed to improving their social and environmental responsibility as they achieve financial success alongside investors.
