Asset Management - Portfolio and Performance Analyst

Make performance reporting more consistent, scalable, and impactful. In this role, you will support a team that delivers trusted results to investment stakeholders and clients. You will help strengthen controls, improve data quality, and elevate how insights are communicated. You will partner across functions to drive process enhancements and strategic change. Your work will help teams make better decisions with confidence.
Job summary
As a Portfolio and Performance Analyst in the Performance and Attribution Reporting team, you will support day-to-day delivery of performance measurement, attribution reporting, and analysis while advancing a consistent global approach. You will partner with technology, compliance, and controls stakeholders to improve data quality, strengthen governance, and implement strategic solutions. You will help build a center of excellence that improves efficiency, transparency, and consistency across reporting.
Job responsibilities
Support the team’s day-to-day performance measurement and attribution reporting activities across multiple asset classes
Deliver monthly fund and client performance reporting with a focus on timeliness, accuracy, and consistency
Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes
Validate and reconcile investment account returns and related inputs to ensure completeness and data integrity
Monitor data quality by comparing results across sources and investigating breaks and variances
Implement and maintain data quality controls and procedures to mitigate operational risk in performance reporting
Analyze and quantify changes in performance attribution and clearly communicate drivers and impacts to stakeholders
Present performance and attribution insights to senior stakeholders and facilitate working discussions as needed
Maintain and enhance performance measurement systems and databases to support evolving reporting requirements
Define business requirements, support test planning, and coordinate user acceptance and production testing activities
Support controls, regulatory deliverables (as applicable), and ad hoc analysis and projects aligned to business priorities
Required qualifications, capabilities and skills
3 years of overall work experience, including at least 1 year in performance measurement, performance attribution, investment reporting, or a closely related role
Experience prioritizing work independently and delivering outcomes under tight deadlines
Strong analytical skills and ability to document and communicate quantitative and complex business requirements clearly
Experience partnering effectively with technology teams to translate requirements into implemented solutions
Strong written and verbal communication skills, including experience presenting to groups and leading discussions
Experience working effectively with stakeholders across levels of seniority and across geographies
Proficiency in Microsoft Excel and Microsoft PowerPoint
Preferred qualifications, capabilities and skills
Advanced Microsoft Excel skills (for example, pivot tables, lookups, and structured data analysis)
Experience with portfolio performance reporting and investment products
Project delivery experience supporting process improvement, controls, or technology change
Certified Public Accountant (CPA)
Japanese language proficiency
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes