Investment Portfolio Analytics - Performance Analytics Manager
Employer: Leading Sovereign Investment Institution
The firm is seeking an experienced Associate Vice President (AVP) Performance Analytics to lead the end-to-end performance measurement, reporting, and analytics function across a diverse multi-asset portfolio. This senior role reports directly to the Chief Operating Officer (COO) and acts as a strategic advisor, providing the COO with actionable insights, performance intelligence, and challenges where needed.
The AVP will coordinate cross-functional performance processes, ensure accuracy and governance of performance data, challenge investment teams with data-driven analysis, and elevate the institution's overall performance oversight capabilities.
Product Coverage
The role spans a broad and sophisticated multi-asset investment platform, including:
- Fixed Income
- Multi-Asset Strategies
- Global & Regional Equity Funds
- Absolute Return / Alternative Strategies
- Private Equity
- Co-Investments
- Secondaries
- Real Estate
- Venture Capital
Key Responsibilities
Executive Advisory & COO Partnership
- Serve as a primary advisor to the COO on performance trends, operational metrics, and strategic implications.
- Provide clear, concise, and actionable insights to support the COO's decision-making.
- Constructively challenge investment teams using rigorous analysis to validate assumptions and highlight discrepancies.
- Ensure the COO receives timely, accurate, and comprehensive performance reporting across all asset classes.
- Coordinate information flow across functions to ensure alignment, transparency, and accurate data delivery.
Performance Reporting & Analytics
- Oversee calculation, verification, and reconciliation of performance returns across retail and institutional portfolios.
- Produce daily and monthly mutual fund performance summaries, highlighting key drivers and deviations.
- Lead monthly composite performance reporting, ensuring accuracy, consistency, and compliance.
- Deliver performance commentary, attribution insights, and ad hoc analysis when requested.
- Conduct peer group and benchmark comparisons to contextualize results and support oversight.
- Support senior management with fast and accurate responses to performance-related queries.
Data Integrity, Systems & Controls
- Maintain and oversee systems/databases to ensure the highest integrity of static and time-series performance data.
- Develop, document, and enforce robust performance procedures and internal controls.
- Identify and execute process improvements, automation initiatives, and operational efficiency enhancements.
- Oversee composite maintenance and ensure daily GIPS adherence and distribution.
- Proactively investigate and resolve data discrepancies in coordination with investment and data teams.
Cross-Functional Coordination & Special Projects
- Lead coordination with Investment, Risk, Strategy, Compliance, Finance, and Technology teams to ensure consistent metrics and reporting.
- Support and/or lead high-profile, COO-sponsored projects related to performance analytics and operational oversight.
- Ensure seamless communication, accurate data flow, and coordinated reporting across the organisation.
- Manage ad hoc analytical requests and performance deep-dives for senior leadership.
Candidate Profile
- 812+ years of experience in investment performance analytics, performance measurement, or portfolio oversight within asset management, institutional investment, or sovereign wealth funds.
- Deep expertise in performance calculations, composites, benchmarking, attribution, and GIPS standards.
- Strong ability to advise C-suite leadership and present complex information clearly to non-technical stakeholders.
- Confident in challenging investment teams through data-driven insights and rigorous analysis.
- Highly skilled in managing cross-functional coordination and complex reporting workflows.
- Strong systems, data management, and BI/tool proficiency.
- Exceptional attention to detail, discipline, and the ability to work under pressure in a dynamic environment.
