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Senior Performance Analyst
PineBridge Investments
Mumbai, IND
Full-time
Senior · 3–5 years experience
Onsite
Discovered 2 weeks ago
Communication
Key Skills for This Role
Communication
Full Job Posting
Key Responsibilities
- ● 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.
Qualifications
- ● 3-5 years relevant experience in Performance and Quantitative Analysis field gained within asset management or fund house.
- ● Degree holder in finance/statistics/computer studies or related disciplines, with professional qualification such as CFA or CIPM or other similar qualification is a plus.
- ● Team player, detail-minded, strong communication skills, highly organized and proactive.
- ● Able to work in a team and/or independent scenario.
- ● Conversant with common financial information systems such as Port+, FactSet, Wilshire IQ and Aladdin.
- ABOUT PINEBRIDGE
- PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.
- Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
- Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
- PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work
Preferred Qualifications
- ● Degree holder in finance/statistics/computer studies or related disciplines, with professional qualification such as CFA or CIPM or other similar qualification is a plus.
About PineBridge Investments
Asset & Wealth Management828 employeesFounded 1996
Private global asset manager providing active investment strategies to pension plans, insurers, institutions, private banks and advisers.
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