Key Responsibilities
This role presents a unique opportunity to oversee the entire performance reporting function within an investment operations and performance team. As a Manager of Investment Performance, you will be accountable for delivering accurate, timely, and insightful investment performance analytics to inform strategic investment decisions.
The ideal candidate will have extensive experience in funds management or custodian organizations, with direct experience in performance analytics and investment data management. You will possess strong knowledge of performance measurement, attribution, and risk-adjusted return metrics, as well as experience with performance systems such as Pearl/Ortec, FactSet, Morningstar, Bloomberg PORT, or Aladdin.
* Lead the end-to-end investment performance and attribution reporting across all fund structures.
* Manage and mentor a team of performance analysts, ensuring high-quality output and professional development.
* Oversee the production of monthly, quarterly, and ad-hoc performance reports for internal and external stakeholders.
* Collaborate with investment teams to interpret performance trends and provide actionable insights.