Portfolio Performance Analyst

il y a 2 semaines

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

  • Portfolio Performance Analyst

    il y a 2 semaines

    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 1 semaine

    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...

  • Analyst, Portfolio Valuation

    il y a 7 jours

    Luxembourg Kroll Temps plein

    **Analyst, Portfolio Valuation** Hey Kroll superstars! Are you ready to dive into the world of portfolio valuation with Kroll's amazing team? We're on the lookout for dynamic individuals to join our Portfolio Valuation Team as Analysts. As an Analyst in our Portfolio Valuation practice, you’ll provide a range of valuation advisory services specifically...

  • Analyst, Portfolio Valuation

    il y a 1 semaine

    Luxembourg, Luxembourg Kroll Inc. Temps plein 80.000 € - 120.000 € par an

    Analyst, Portfolio ValuationHey Kroll superstars Are you ready to dive into the world of portfolio valuation with Kroll's amazing team? We're on the lookout for dynamic individuals to join our Portfolio Valuation Team as Analysts.As an Analyst in our Portfolio Valuation practice, you'll provide a range of valuation advisory services specifically to the...

  • Analyst, Portfolio Valuation

    il y a 7 jours

    Luxembourg Kroll Temps plein

    Hey Kroll superstars! Are you ready to dive into the world of portfolio valuation with Kroll's amazing team? We're on the lookout for dynamic individuals to join our Portfolio Valuation Team as Analysts. As an Analyst in our Portfolio Valuation practice, you’ll provide a range of valuation advisory services specifically to the alternative investment...

  • Portfolio Analyst

    il y a 2 semaines

    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; -...

  • Junior) Portfolio and Distribution Analyst

    il y a 2 jours

    Luxembourg CSC (Corporation Service Company) Temps plein

    **(Junior) Portfolio Management and Distribution Analyst** **AIFM Services** **#Luxembourg** **Monday to Friday (40 hours)** **Full time, permanent** **#Hybride** This is a great opportunity to join a fast-growing AIFM and contribute actively to its development and evolution. The **(Junior) Portfolio Management and Distribution Analyst**will assist...

  • Portfolio Analyst

    il y a 5 jours

    Luxembourg TMF Group Luxembourg Temps plein

    **About TMF Group** TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. Our 10,000 experts and 120 offices in 86 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax,...

  • (Senior) Fixed-income Portfolio Manager

    il y a 2 semaines

    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...

  • Portfolio Analyst

    il y a 1 semaine

    Luxembourg Goodman Temps plein

    Luxembourg Always wanted to challenge the obvious and make great things happen? At Goodman we create space for your greatness! As part of the Analytics team, you will get the opportunity to ensure business reality is accurately reflected into financials, and insights are comprehensively reported to investors and management. Within this role, you will get...