Performance Measurement Senior Analyst - Institutional

About the OpportunityJob Type: Permanent

Application Deadline: 10 November 2024

Title Performance Measurement Senior Analyst - Institutional

Department Performance Analytics

Location India, Gurgaon

Reports To Manager Institutional Performance Measurement Team

Level 3

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Institutional Performance team and feel like you’re part of something bigger.

About your team

The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The teams operates globally with Team members in Dublin, Dalian, India, London and Tokyo.

About your role
The institutional Performance team carry out performance measurement and portfolio analysis across Fidelity’s global based Institutional funds. The data provided will include fund and benchmark returns, performance attribution and ex-post risk analysis. These are provided primarily on a monthly and quarterly basis. The key clients of the team are the global Sales Directors and client portfolio managers who interact directly with the individual institutions

About you

The Team looks after all performance and analysis reporting for these clients.. The team provides data for use in external publications, report and accounts, as well as producing a wide variety of analysis and internal management reports.

Your key accountabilities

• Calculation and validation of performance and benchmark returns using both internal and external systems, including:
• Calculation of ex-post risk measure and statistics (Drawdown, TE, IR, Alpha, Beta, etc).
• Responsible for the accuracy of performance related statistics and reference data on the systems mentioned above. This data includes benchmark statistics, total expense ratios, hedging policy, currency of management and reporting
• Involvement in complex performance and risk projects and system testing as required.
• Taking ownership for a specific group of funds directly related to a client base.

What you can expect

Your skills and experience

The role would suit you if you enjoy working as part of a team in a fast paced environment. Successful applicants will be able asked to demonstrate the following;

• Knowledge of the asset management industry
• Excellent attention to detail and ability to identify issues of potential risk
• Ability to work under pressure and to tight deadlines
•  Able to communicate effectively with colleagues and internal customers
• Strong analytical and investigations skills with an enquiring mind
• Excellent attention to detail and ability to identify issues of potential risk
• Strong organisation and planning skills
• Good MS experience with emphasis on Excel
• Ability to work under pressure and to tight deadlines
• Team player with collaborative attitude

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.