As a Senior Performance Analyst at PineBridge Investments, you will be responsible for producing, reviewing, and validating daily, monthly, and quarterly performance and attribution outputs across assigned strategies. You will also perform detailed attribution analysis, analyze portfolio results, and prepare client-facing performance and attribution reports.
Requirements
- Independently produce, review, and validate daily, monthly, and quarterly performance and attribution outputs across assigned strategies.
- Perform detailed attribution analysis (allocation, selection, sector/country/security‐level effects) versus benchmarks.
- Analyze portfolio results to identify and explain key drivers, contributors, and detractors to performance.
- Serve as a primary contact for performance‐related questions from Portfolio Managers and internal stakeholders.
- Prepare and review client‐facing performance and attribution reports, ensuring accuracy, consistency, and clarity.
- Support Client Service and Marketing teams with performance data, analytics, and written explanations for client reporting and presentations.
- Ensure all deliverables adhere to approved templates, methodologies, and disclosures used by the firm.
- Act as a first‐level escalation point for performance discrepancies and attribution breaks.
- Investigate and resolve issues related to pricing, corporate actions, cash flows, benchmark changes, or data integrity.
- Apply sound judgment to assess materiality and ensure timely resolution while maintaining strong control standards.
- Support adherence to GIPS standards and PineBridge performance reporting policies.
- Assist with audits, verifications, and client due‐diligence requests related to performance and attribution reporting.
Benefits
- Comprehensive healthcare
- Back-up childcare program
- Flexible work arrangements
- Competitive retirement plan
- Tuition reimbursement
