Live opening · Posted 6 days ago
At a glance
The key details from the original listing.
Your early-applicant advantage
Live timing from JobBeeper.
About the role
Description supplied by the original job listing.
Make an impact by leading the day-to-day performance and attribution reporting process and improving how results are delivered and understood. You’ll partner closely with cross-functional teams to strengthen data quality, governance, and reporting standards. This role offers a chance to guide a high-performing team and drive consistent, scalable processes. If you enjoy solving complex problems and communicating insights clearly, we’d like to meet you.
Job summary
As a Portfolio Analysis Analyst in the Portfolio Analysis Group, you will lead the day-to-day performance and attribution reporting and analysis process. You will partner with technology, compliance, and controls stakeholders to implement strategic solutions that improve reporting standards, accuracy, and efficiency. You will help the team operate as a center of excellence with a consistent approach and strong risk and control mindset.
Job responsibilities
Lead day-to-day performance measurement and attribution processes across global asset classes, including equity, fixed income, and multi-asset strategies
Deliver monthly client and fund performance reporting, ensuring timely and accurate production of performance metrics
Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes
Validate and reconcile investment account returns to ensure data integrity, completeness, and traceability
Maintain and enhance performance measurement databases and systems to meet evolving reporting needs
Implement and execute data quality controls and procedures to reduce reporting risk and errors
Analyze changes in performance and attribution results, quantify drivers, and communicate findings to senior stakeholders
Monitor data quality by comparing computations from different sources (for example, internal versus external)
Provide ad hoc data research and analysis to support business questions and reporting requests
Support regulatory, controls, and governance deliverables, including documentation and evidence as required
Contribute to strategic initiatives by defining business requirements, identifying key milestones and risks, and supporting testing activities as needed
Required qualifications, capabilities and skills
Minimum of 3 years of experience in performance reporting, attribution, investment operations, analytics, or a related field
Ability to work independently, set priorities, and deliver results under tight time frames and pressure
Strong analytical skills, including the ability to document and communicate complex (including quantitative) requirements clearly
Strong interpersonal, communication, listening, and writing skills
Demonstrated ability to present to groups and lead discussions with diverse stakeholders
Ability to communicate effectively with all levels of personnel, including senior stakeholders
Ability to work effectively as part of a globally integrated team
Action-oriented mindset with a focus on results and continuous improvement
Highly motivated, proactive, and self-starting approach
Proficiency in Microsoft Excel and PowerPoint
Proficiency in Japanese language
Preferred qualifications, capabilities and skills
Advanced Microsoft Excel skills
Experience with portfolio performance and attribution reporting and/or investment products
Project management experience
Certified Public Accountant (CPA)
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
More openings worth a look
Recently tracked roles with full details and direct application links.