Global Analytics Performance Analyst

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Department Description:

Global Analytics (GA) and Performance department is AB's strategic provider of standardized and consistent portfolio analytics across all products in support of portfolio management, client servicing and marketing. GA & Performance department produces analytics reports in post investment portfolio analytics including account performance, GIPS composite performance, performance attribution, risk analysis, benchmark data, and other analytical studies for institutional, retail, and private client investors. Department covers various services in equity, fixed income, multi-asset, and alternative investments. As an asset management firm that applies fundamental and quantitative research to the investment process, our value-added scalable analytics solutions can help develop and sustain a global competitive advantage.

GA & Performance department includes 4 major function:

• Account and GIPS composite performance
• Performance attribution and analytics
• Investment risk analytics
• Benchmark service

Role Description:

The Performance Analyst is a key role for our firm providing various portfolio performance reports and reviewing and auditing the account monthly performance.

Analyst will be responsible for day-to-day activities of the team which include analyzing the Account total return for institutional portfolios which are outside the acceptable tolerance versus the benchmark return or representative account for the investment strategy. The preparation and review of various gross of fees and net of fees performance reports along with risk statistics on a scheduled and ad hoc basis. Performing various QC and reconciliation tasks for institutional portfolios. Reviewing and signing off the account performance monthly. Training and grooming the new joiners on various performance reports and assist the team in SOP documentation, etc.

Key job responsibilities include, but are not limited to

• Understanding of fundamentals of capital markets and investment performance measurement methodologies like simple Dietz, Modified Dietz, TWRR and MWRR etc
• Good logical, analytical and problem-solving abilities
• Good interpersonal skills and strong client focus
• Ability to communicate clearly, concisely and effectively
• Ability to multi-task and prioritize work
• Good knowledge of MS Office applications-especially Excel is desirable

Nashville, Tennessee