VP Performance

Overview

Join a leading global investment firm as the Vice President of Performance, where you will play a pivotal role in driving data-driven insights that influence investment decisions and stakeholder communications. This position offers a unique opportunity for career growth, allowing you to lead initiatives that enhance performance measurement and reporting processes while collaborating with diverse teams. You will thrive in a culture that values innovation, collaboration, and integrity, contributing to a workplace recognized for its commitment to inclusivity and excellence.

Responsibilities

• Calculate, analyze, and articulate portfolio and strategy performance across various levels, including security, sector, and asset class.
• Conduct multi-factor attribution analysis to provide insights into performance drivers and investment outcomes.
• Develop and maintain a comprehensive performance data warehouse, integrating both internal and external data sources.
• Standardize and refine processes for performance data management, analytics, and reporting to ensure consistency and scalability.
• Ensure compliance with Global Investment Performance Standards (GIPS), preparing for verification and audit of performance results.
• Collaborate with portfolio managers to validate performance drivers and enhance reporting materials for diverse audiences.
• Drive the development of performance analytics tools and dashboards, ensuring data integrity through reconciliation with accounting data.

Qualifications

• Must-Have:
• Bachelor’s degree in Finance, Economics, Mathematics, or a related field; Master’s degree or relevant certifications (e.g., CFA) preferred.
• 7+ years of experience in performance measurement, attribution, or a related analytical role within asset management or investment banking.
• Strong knowledge of investment products, portfolio construction, and performance reporting methodologies.
• Advanced proficiency in Excel and familiarity with performance attribution systems (e.g., Bloomberg PORT, FactSet, Barra).
• Exceptional communication skills, with the ability to translate complex analytics into clear narratives for various audiences.
• Nice-to-Have:
• Experience with programming languages such as VBA, SQL, Python, or R.
• Demonstrated leadership and project management capabilities.
• Strong organizational skills and attention to detail.