29 Aug
|
Deloitte
|
Bengaluru
29 Aug
Deloitte
Bengaluru
The team
Deloitte Strategy, Risk & Transaction helps entities mitigate risk while discovering new opportunities to create value. Our end-to-end risk services span all domains, from managing strategic risks in the C-Suite to improving board oversight, and from balancing financial and environmental policies to addressing cyber threats. Learn more about Risk, Regulatory & Forensic)
Your work
- Support the Investment Services Performance Attribution Transformation, analytics and Change Management team in delivering the project initiatives.
- Conduct detailed business analysis of performance attribution and analytics processes, including business workflows, data flows, calculation methodologies, controls and reporting requirements.
- Gather, analyse and document business and functional requirements for change initiatives and product enhancements.
- Translate business requirements into functional specifications, process maps, user stories and acceptance criteria.
- Coordinate with stakeholders across Investment Services Operations, Investment Analytics, Compliance, Global Technology and Product teams.
- Identify process improvements and develop appropriate business and technology solutions aligned with defined objectives.
- Manage the end-to-end change lifecycle, including requirements gathering, impact assessment, prioritisation, solution design and implementation planning.
- Assess the impact of proposed changes on upstream and downstream systems, data, calculations, controls and reports.
- Facilitate stakeholder workshops and product-enhancement discussions to align requirements and resolve issues.
- Monitor the progress of change initiatives and proactively identify, escalate and mitigate risks, issues and delivery delays.
- Execute functional testing, data validation and reconciliation to confirm the accuracy and completeness of implemented solutions.
- Coordinate UAT cycles, including test planning, environment and data readiness, assist business users with test-script execution, execution tracking and defect management.
- Track defects, UAT sign-offs and business-readiness confirmations ahead of implementation.
- Respond to domain-specific user queries and support the investigation and resolution of production issues.
- Maintain clear project documentation, status reporting, RAID logs and traceability from requirements through testing and implementation.
- Use SQL and analytical techniques to investigate data issues, validate calculation results and support root-cause analysis.
Key skills Required
- Minimum 7 Years of experience.
- Knowledge of performance measurement and attribution methodologies—including TWR, MWR/IRR/ Net IRR, Modified Dietz, TVPI, Brinson attribution, alpha/beta analysis, and trading-versus-accounting attribution.
- Performance Attribution experience in Private markets would be preferable
- Robust understanding of performance measurement,
performance attribution and investment analytics.
- Knowledge of attribution methodologies, benchmarks, portfolio returns and investment-performance calculations.
- Understanding of investment-management processes and front-to-back investment data flows.
- Experience analysing positions, transactions, cash flows, valuations, benchmarks, market data and reference data.
- Ability to assess the impact of data or methodology changes on attribution calculations and client reporting.
- Strong understanding of the complete change-management lifecycle including agile, scrum, Business Analysis, Project Management, Product Ownership responsibilities
Technical Skills
- Strong SQL skills for data extraction, analysis, reconciliation and validation.
- Experience working with large and complex investment datasets.
- Knowledge of data mapping, lineage, interfaces and data-quality controls.
- Familiarity with APIs, ETL processes and data-warehouse concepts.
- Experience with Jira, Confluence or similar change-management tools.
- Familiarity with performance and attribution platforms such as FactSet, Bloomberg PORT, MSCI Barra, Eagle, Aladdin or similar solutions is desirable.
Stakeholder and Delivery Skills
- Strong communication and stakeholder-management capabilities.
- Ability to coordinate effectively across Operations, Analytics, Compliance, Product and Technology teams.
- Strong workshop facilitation, documentation and presentation skills.
- Ability to work independently while contributing effectively within a global delivery team.
📌 Hiring For BA- Performance Attribution (Bengaluru)
🏢 Deloitte
📍 Bengaluru