Manager Performance And Attribution Reporting

Performance measurement & attribution

Manage the end-to-end investment performance measurement process across all investment portfolios and asset classes, and all the aggregations of those portfolios.
Ensure accurate calculation and validation of portfolio returns aligned to approved methodologies.
Produce and review performance contribution and attribution analyses, including but not limited to:
- Asset allocation & security selection
- Factor attribution
- Risk-adjusted performance analysis
Validate benchmark calculations and comparative performance reporting and analysis.
Ensure consistency between internal and external performance analysis where applicable.

Portfolio analytics, reporting and executive information

Analyse portfolio performance against investment objectives, benchmarks, strategic asset allocation, and other relevant asset class and industry approaches.
Identify key drivers of portfolio returns and investigate and understand performance variances.
Produce investment performance analysis and reports for stakeholders including:
- Executive management
- Committees
- Asset class teams / portfolio managers
- Chief financial officer
Prepare analytical insights and commentary supporting investment reviews and governance discussions ensuring the information is presented to stakeholders in clear and informative ways.
Support ad hoc portfolio performance analysis.

Performance data management, documentation & controls

Ensure the accuracy, integrity, and reconciliation of performance data across different platforms and systems.
Perform data validation and exception management to maintain high-quality reporting outputs.
Maintain documentation of policies and controls governing performance measurement and attribution methodologies and standards.
Support internal and external audit requirements through complete documentation and evidence of methodologies and controls.

Systems - automation & continuous improvement & digital transformation

Oversee day-to-day operation of performance reporting platforms and analytical tools in collaboration with any related parties.
Support implementation of system and methodology enhancements, and reporting automation initiatives.
Collaborate with IT and data teams to improve integration between platforms and systems.
Identify opportunities to improve reporting efficiency and accuracy, reduce manual intervention, enhance data quality.
Develop and implement enhanced analytical visualization, with support of other IT and data teams where necessary.
Develop and support the usage and adoption of AI-enabled analytical and reporting tools.

Governance & stakeholder management

Ensure compliance with approved performance and analytical reporting methodologies, governance standards, and internal controls and policies. Conduct periodic review of such methodologies and standards.
Coordinate with investment, risk, operations and other relevant teams to resolve performance and reporting issues and data discrepancies.
Liaise with any third party service providers and entities to ensure data accuracy and service quality.
Support governance forums through timely, accurate performance and attribution reporting.

Bachelor’s degree in finance, accounting, economics, mathematics, statistics, or a related discipline.
CIPM, CFA charter holder or equivalent professional qualification is highly desirable.

10–12 years of experience in investment performance measurement, attribution reporting, portfolio analytics, or investment reporting.
Minimum 3 years leading or supervising performance reporting teams.
Experience within a sovereign wealth fund, asset owner, asset management firm, pension fund, or institutional investment environment is strongly preferred.
Proven experience working with multi-asset portfolios, benchmark methodologies, and institutional investment performance reporting.
Experience implementing analytical reporting enhancements, automation initiatives, or performance systems development is required.

Strong knowledge of investment performance measurement and contribution/attribution methodologies across public and private assets within an overall multi-asset portfolio.
Strong understanding of accounting, valuation, and investment data and flows.
Deep experience within the areas of portfolio analytics, benchmark construction, and performance reporting.
Familiarity with performance measurement systems (e.g., Solovis, SimCorp, BNY Eagle, Bloomberg PORT, FactSet, MSCI Barra, or equivalent).
Advanced analytical, reporting, commentary and presentation skills, specifically with reporting and data visualization tools e.g. Power BI.
Ability to interpret complex investment information and communicate insights clearly to senior stakeholders both in spoken and written form.

See also