Performance & Analytics Analyst

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.

With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.

Department Description

Global Analytics (GA) and Performance department is AB’s strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. Department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage.

GA & Performance Department Includes 4 Major Functions

• Account and GIPS composite performance
• Performance attribution and analytics
• Investment risk analytics
• Benchmark service
  
  

Role Description

The Analyst is a key role for our firm providing various composite performance reports and reviewing and auditing composites’ monthly performance.

Analyst will be responsible for day-to-day activities of the team which include -

• Ensure timely delivery of standard and ad-hoc analytics/ reports.
• Contribute towards Process Improvement initiatives/automations within the team.
• Adhere to the quality standards as per business requirements by ensuring accuracy and timeliness parameters are met as per the target.
  
  

Key job responsibilities include, but are not limited to -

• Monitor product coding on new accounts and changes to existing accounts, transition status, and accounts with restrictions
• Assist with the annual GIPS verification & internal audit
• Assists GIPS performance analysts, operations, portfolio managers and other users regarding the details of GIPS composites
• Maintenance & construction of GIPS composites
• Resolve any outliers identified in the GIPS composite review process
• Support RFP Group as it pertains to composite performance
• Maintain procedures on composite processes and communication of changes
• Monitor ongoing developments in GIPS compliance including best market practices
• Create and modify processes and procedures to protect and improve the integrity of the GIPS process.
  
  

Qualification/ Experience

• Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
• Experience with composite construction, rules and industry practice, portfolio performance and investments and/or products
• 0-2 years of relevant experience
• Strong interpersonal, communication, listening, and writing skills.
• Action oriented with a focus on results and an innovative mindset
• Highly motivated, proactive and self-starter
• Ability to work well on a global integrated team
• Proficiency with Excel, PowerPoint
  
  

Pune, India