Portfolio Performance Analyst

il y a 2 jours


Luxembourg Lux-Advisory Temps plein

**Lux-Advisory **is a company specialized in project management and business analysis. Our consultants take part in European or
International projects. To support the increase of our activity, we are currently looking for a **Portfolio Performance Analyst -**
**Middle and Back Office.**

**Mission**
In support of Middle and Back Office and Portfolio Performance Division (the “MBO”), the consultant will provide the following
services:

- Investment analysis and reporting:

- Run existing portfolio performance macros to analyse the investment activity and performance of investment
portfolios
- Conduct performance attribution analysis by using Bloomberg PORT
- Report the results to internal stakeholders and to the relevant committees
- Perform data quality checks on data feeds for portfolio analytics tool
- Investment portfolio benchmarking:

- Calculate benchmark positions at rebalance
- Input new benchmark composition into the financial system
- Monitor and report on portfolio’s relative performance against benchmarks (tactical and strategic)
- Take part in the initiatives that aim at further developing in line with client’s annual strategic objectives, such as, for

example, the implementation of new instruments, tools, and systems:

- Assist with the business case definition
- Define and test requirements
- Validate the translation of business requirements into I.T. specifications
- Work in close collaboration with relevant internal and external stakeholders to deliver project objectives
- Contribute to other activities:

- Develop and maintain processes, procedures, and the financial software environment to ensure safe recording
and adequate checks on financial operations
- Monitor operational risk with relevant internal risk staff (identification of risks, definition of adequate control

processes, follow-up of incident database and possible action plans)

**Skills**
**Technical skills**:

- University degree, preferably in finance/banking/economics
- Minimum 5 years of professional finance/banking experience including hands-on experience in a similar position
- Good understanding in financial products, including valuation, with an emphasis on fixed income
- Solid understanding of the operational environment of a financial markets organisation, including portfolio and risk

management
- Good knowledge of portfolio performance measurement analysis, preferably focused on fixed income assets
- Experience in using the IT systems that are prevalent in banking and/or trading and/or portfolio management is

required, including position management and order management, in an asset management environment. Experience
with Bloomberg’s PORT is required. Experience with Murex is an advantage
- A professional investment analyst qualification or certification in investment performance measurement would be an

advantage
- Advanced Excel skills and VBA programming skills would be an advantage
- Excellent written and spoken English

**Soft-skills**:

- Reliable and flexible
- Team player
- Detail oriented and rigorous
- Well-structured and organized
- Able to work independently and pro-actively
- Able to work quickly and accurately in a fast-paced environment

**Contact



  • Luxembourg Lux-Advisory Temps plein

    **Mission** In support of Middle and Back Office and Portfolio Performance Division (the “MBO”), the consultant will provide the following services: - Investment analysis and reporting: - Run existing portfolio performance macros to analyse the investment activity and performance of investment portfolios - Conduct performance attribution analysis by...

  • Portfolio Management Analyst

    il y a 3 semaines


    Luxembourg BTG Pactual Europe Temps plein

    Portfolio Management Analyst **Location**: Luxembourg, Luxembourg **About BTG Pactual**: **The role**: We are looking for a dynamic Portfolio Management Analyst to join an international team of professionals in our Luxembourg office on a full-time permanent basis. You will be working alongside our global offices and in frequent communication with...

  • Portfolio Management Analyst

    il y a 2 semaines


    Luxembourg Generali Italia Temps plein

    Established in Trieste (Italy) in 1831, Assicurazioni Generali SpA is a business with a history. The Generali Group is one of Europe’s biggest multiline insurers by market capitalisation and it ranks in the top three insurers in Europe by global premium income. The Generali Employee Benefits (GEB) Network, composed of more than 100 local insurance...


  • Luxembourg Kroll Temps plein

    In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate...

  • Portfolio Analyst

    il y a 6 heures


    Luxembourg Waystone Governance Ltd. Temps plein

    Waystone is looking for a **Portfolio Analyst** to join the Investment Oversight team **ESSENTIAL DUTIES AND RESPONSIBILITIES** Primary focus: - Oversight of the delegate investment managers, for all types of funds: - Identifies and monitors the funds' investment strategies; - Develops a clear understanding of the portfolios composition and evolution; -...


  • Luxembourg Innpact S.A. Temps plein

    Innpact is the first **certified B Corporation** in Luxembourg. We recruit people who believe in **finance as a force for good** to support sustainable impact finance initiatives aiming at solving social and environmental issues. **Our talents are passionate about impact finance **and have very high ethical standards. Based in Luxembourg and active...

  • Performance Team Leader

    il y a 3 jours


    Luxembourg Mayford James Temps plein

    S- Posted by - Sarah Williams- Recruiter International Asset Manager are looking to recruit an Investment Performance Team Leader. Supporting the Portfolio Managers, Client Services, Marketing and Sales by delivering detailed performance attribution reporting. Main responsibilities would include: - Provide detailed attribution analysis to PMs, detailing...

  • Portfolio Manager

    il y a 1 semaine


    Luxembourg Funds Talent Temps plein

    The role - Attend board and sub-investment committee meetings. - Provide portfolio summaries and updates to the credit fund General Partners. - Liaise with Investment Adviser throughout the investment decision and execution process - Assist with the management of portfolio hedging - Assist with liquidity modelling and analysis - Assist with establishing...


  • Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein

    Description Founded in 1856, Banque Internationale à Luxembourg (BIL) is the oldest multi-business bank in the Grand Duchy. It has always played an active role in the main stages of development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on financial markets. Employing more than 2,000 people, BIL is...

  • Financial Analyst

    il y a 3 jours


    Luxembourg Robert Half Luxembourg Temps plein

    Robert Half is working exclusively for a client, a family run and controlled investment holding company. We are actively looking a Financial Analyst (M/F/x) to join the Finance Team (job creation). Robert Half is working exclusively for a client, a family run and controlled investment holding company. We are actively looking a Financial Analyst (M/F/x) to...

  • Senior Trader

    il y a 5 jours


    Luxembourg Universis Capital Partner Temps plein

    **europe / trader specialist / hybrid / full time**: **About us**: Universis Capital Partner is an alternative investment fund with a management capacity of up to USD 500 million, carried out in phases of USD 100 million. We manage financial assets with the best resources in analytics and management, adapted to both traditional and digital assets, based on...

  • Portfolio Operations Associate

    il y a 2 semaines


    Luxembourg Fisher Investments Europe Temps plein

    Overview: Fisher Investments Luxembourg is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investments' presence in Europe has grown significantly over the past...


  • Luxembourg ING Temps plein

    Jr. Portfolio Oversight Officer (M/F) ING Solutions Investment Management (‘ISIM’) is looking for a Jr. Portfolio Oversight Officer to support the current and planned developments of its activities in Luxembourg. Your working environment ISIM is a subsidiary of ING Luxembourg. ISIM benefits from the status of a “Super ManCo” as it has the licenses...

  • Portfolio Management Officer

    il y a 2 semaines


    Luxembourg Human Innovation Partners Temps plein

    Human Innovation Partners is looking for a motivated Portfolio Management Officer to join a Management Company structure. In this role, you will be responsible for supporting the portfolio management team in the management and administration of alternative investment funds (AIFs) focused on illiquid assets. You will assist with investment analysis,...


  • Luxembourg Rothschild & Co Temps plein

    About Us Rothschild & Co Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients,...


  • Luxembourg Intermediate Capital Group Temps plein

    Job Title: Portfolio Management Oversight Manager Contract Type: Permanent, full-time Location: Luxembourg Work Pattern: 3 days in the office, 2 days working from home Department: TPA & Delegate Oversight What the Hiring Manager says. Embark on a journey with ICG’s management company in Luxembourg in growing its activities. As the representative of...


  • Luxembourg Austin Bright Temps plein

    Notre client, **un service provider** en pleine croissance, recherche un **Portfolio Manager** pour rejoindre son équipe. Cette entreprise dynamique offre un environnement de travail collaboratif, où la cohésion d'équipe est primordiale. Notre client offre à chaque collaborateur la possibilité de progresser rapidement en fonction de ses compétences et...


  • Luxembourg M&G plc Temps plein

    At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial...


  • Luxembourg M&G plc. Temps plein

    M&G plc. LuxembourgPosted 20 hours ago Permanent Competitive - Portfolio Management Officer - At M&G our purpose is - **to help people manage and grow their savings and investments, responsibly**. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying...


  • Luxembourg M&G plc. Temps plein

    Senior Portfolio Management Officer At M&G our purpose is **to give everyone real confidence to put their money to work. **As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work...