- The Manager - Performance & Attribution Reporting is responsible for managing the day-to-day delivery of investment performance measurement, attribution reporting, and the portfolio analytics framework across EIA's full investment portfolio
- The role ensures accurate, timely, and transparent performance reporting across all asset classes and investment portfolios, supporting investment decision-making, portfolio oversight, and governance
- Operating within a multi-asset, sovereign wealth fund environment, they are responsible for implementing the performance measurement framework, maintaining data integrity, supervising operational reporting activities, and driving continuous improvements in reporting processes, and analytical outputs
- Overall, the Manager plays a key, leading role in executing the strategic responsibilities of the function
Core Responsibilities
- 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 3rd party service providers and entities to ensure data accuracy and service quality
- Support governance forums through timely, accurate performance and attribution reporting
Requirements
- Bachelor's degree in finance, Accounting, Economics, Mathematics, Statistics, or a related discipline
- CIPM, CFA Charter holder or equivalent professional qualification is highly desirable
Experience Requirements
- 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
Technical Expertise / Skills / Knowledge
- 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
