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Portfolio Analyst (m/f/d) - Fund Performance & Risk Analysis

White Horse International Cologne, Allemagne
Mise en ligne il y a 3 jours Hybride CDI Attractive
Mise en ligne par
Sebastian Brausse
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


  • 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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