Employer: Leading Sovereign Investment Institution
Reporting Line: Directly to the Chief Operating Officer (COO)
The firm is seeking a highly capable Senior Portfolio Analytics Manager (VP) to support the COO with advanced portfolio analytics, performance insights, and cross-functional coordination. This role plays a critical part in ensuring accurate, timely, and meaningful analytics across the firm's multi-asset investment platform.
The successful candidate will work closely with investment teams, challenge assumptions through data-driven analysis, and enable the COO to maintain strong oversight of portfolio performance, risk trends, and operational metrics.
Key Responsibilities
COO Support & Executive Analytics
- Provide direct analytical support to the COO, delivering clear insights on portfolio performance, risk indicators, and operational metrics.
- Assist the COO in oversight of investment activities by identifying anomalies, performance deviations, and bottlenecks.
- Challenge investment teams constructively using quantitative analysis and factual performance evidence.
- Prepare executive-ready dashboards, summaries, and briefing notes for COO-level decision-making.
- Ensure seamless coordination of performance information flowing to the COO from all teams.
Portfolio & Performance Analytics
- Produce portfolio-level performance analyses across all asset classes and strategies.
- Support daily and monthly analytics for mutual funds, institutional mandates, and composites.
- Conduct trend analysis, contribution and attribution insights, benchmark comparisons, and peer group analysis.
- Assist in the maintenance and verification of composite performance and ensure alignment with internal standards.
- Respond quickly and accurately to ad hoc performance and analytics queries from senior stakeholders.
Data Governance, Quality & Processes
- Maintain strong data integrity across systems and time-series datasets used for portfolio analytics.
- Support the development and refinement of analytical models, templates, and reporting frameworks.
- Escalate and resolve data discrepancies collaboratively with relevant teams.
- Identify and implement process improvements and automation opportunities to enhance analytics workflows.
Cross-Functional Coordination
- Collaborate closely with Investment, Risk, Strategy, Compliance, Finance, and Technology teams to ensure consistency in metrics, definitions, and reporting.
- Ensure timely delivery of analytics to multiple stakeholders under tight timelines.
- Support COO-sponsored projects involving performance oversight, analytics development, or operational enhancements.
Product Coverage
The role analyses a broad 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
Candidate Profile
- 10+ years of experience in portfolio analytics, performance analytics, investment reporting, or portfolio monitoring.
- Strong analytical and quantitative skills with familiarity across multiple asset classes.
- Experience in performance calculation, attribution, benchmarking, and analytical modelling.
- Excellent communication skills; ability to translate complex analytics into clear executive insights.
- Comfortable constructively challenging investment views using data-driven arguments.
- Strong data management skills and familiarity with analytics or BI tools.
- Highly organised, detail-oriented, and able to operate under pressure.
