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A global asset manager is currently seeking to expand the team and is searching for a Portfolio Analyst (m/f/t). The Portfolio Analyst (m/f/t) will use analytical tools to assess portfolio performance and risk levels.

Key Responsibilities:

Analyze portfolio performance and generate reports on investment returns, risk exposure, performance attribution and contribution, style analysis
Calculate and interpret benchmark analysis and ex-post risk analysis
Collaborate with portfolio managers to ensure compliance with regulatory requirements
Monitor investment risk levels and recommend adjustments to portfolios as needed
Use statistical analysis to identify performance drivers
Create presentations and reports about fund performance for internal and external stakeholders, such as senior management and clients
Assist with configuration of SimCorp Dimension Performance Measurements & Calculation

Qualifications:

Bachelor's degree in finance, economics, or a related field
2-3 years of experience in performance analysis, portfolio management or a related field
Knowledge of financial markets, economic principles and investment strategies
Proficiency in Microsoft Excel and fund performance measurement tools such as FactSet, Morningstar
Strong analytical skills and attention to detail
Ability to work well in a team environment and collaborate with portfolio managers and other stakeholders
Excellent communication skills in English and German, both written and verbal

Preferred Qualifications:

Master's degree in finance, economics, or a related field
Several years of experience in performance calculation and analysis of funds
Experience of more complex attribution models such as equity style attribution and/or fixed income performance attribution
Proficiency in Visual Basic (VBA), Python, Access und SQL
Experience with SimCorp Dimension Performance Manager
Understanding of GIPS standards
Italian or French language skills

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