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Description
You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As a AVP, you will be responsible for ensuring that all the regional teams are producing and validating performance returns and attribution reports. You will also work closely with the onshore counterparts to establish global operating models and processes.
Identify training needs and provide it to the team members as per requirement.
Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers.
Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards
Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes
Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls
Interfacing with Performance and index vendors.
Experience in resolving data issues using Accounting systems and ability to understand the flow between accounting and performance systems.
Serve as primary point of escalation for internal/external staff queries, and develop/manage process, productivity, and quality standards
Support development and achievement of strategic goals and annual performance/compensation cycle as well as implement methods to reduce expenses, recommend enhancements, and justify benefits.
Qualifications
Master degree in Accounting, Finance or related field
Pursuing/completed CIPM (Preference – not mandatory)
Performance Job Experience:
13+ years experience in performance measurement operations or experience with account/security level performance in a related field
Familiarity/Understanding of Segment, Security and Attribution Performance Reporting
Familiarity/Understanding of Global Investment Performance Standards (GIPS)
Performance System Experience – Factset/StatPro (Preferred)
Other Skills:
Proficient in people management and conflict management
Proficiency with EXCEL (macros, pivot tables, etc.)
Attention to detail
Proven Problem solving skills
Effective time management skills
Excellent interpersonal and communication skills
Outstanding organizational skills
A proven ability to multi-task
Initiative in Self Development
Works well under pressure
Flexibility to work in all shifts
Education LevelPost Graduation Degree
Plot No 243, SP Infocity, Udyog Vihar Phase 1, Gurgaon
Operations - Transaction ServicesFund Accounting
Time Type:
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