Investment Performance Business Analyst

3 weeks ago

Boston, Massachusetts, United States LTIMindtree Full time

About Us:

LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree — a Larsen & Toubro Group company — combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale.


Role: Investment Performance Business Analyst - Private Markets

Location: Jersey City, NJ/Boston, MA

Job Description:

Key Responsibilities:

• Business Analysis:

• Conduct in-depth analysis of investment performance data to identify trends, opportunities, and challenges.

• Develop and maintain complex financial models to analyze investment returns, risk, and portfolio performance.

• Collaborate with cross-functional teams to identify business requirements and develop solutions to meet those needs.

• Investment Performance Metrics:

• Design and implement custom benchmarks and peer comparison analysis to evaluate investment performance.

• Develop and maintain risk analysis models to identify potential risks and opportunities.

• Conduct attribution analysis to evaluate the contribution of individual investments to overall portfolio performance.

• Data Management:

• Manage and maintain large datasets related to investment performance, including data from various sources such as SS Alpha, Evestment, Bloomberg, Eikon, Factset, and Morningstar Direct.

• Develop and implement data quality control processes to ensure accuracy and integrity of data.

• Regulatory Compliance:

• Ensure compliance with regulatory requirements related to investment performance reporting, including GIPS standards.

• Collaborate with internal stakeholders to ensure that investment performance reporting meets regulatory requirements.

• Communication:

• Develop and present complex financial data and analysis to senior management and other stakeholders.

• Collaborate with cross-functional teams to develop and implement communication strategies to stakeholders.

• Skills and Qualifications:

• 10-15 years of experience as a Business Analyst/Functional Consultant/Investment Servicing Operations.

• Strong professional experience in Financial Services industry with good proficiency in Investment Products, especially related to Private Markets.

• Knowledge of different deal trade lifecycle events (fund raising, commitment flows, distribution) for private markets and related data elements.

• Exposure to at least one or more asset classes (private equity, hedge funds, real estate, synthetic derivatives, etc.).

• Solid work experience on Portfolio performance measurement metrics and attribution analysis (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.).

• Create custom benchmarks and conduct peer comparison, benchmarking analysis as well as Risk analysis.

• Validate, reconcile, investigate & resolve any discrepancies in performance calculations.

• Know-how of algebraic data modeling and foundational understanding of ML/statistical modeling techniques.

• Knowledge of GIPS standard.

• Know-how about regulatory and investor reporting compliance requirements for US markets.

• Exposure working on market leading Alts performance data providers (SS Alpha, Evestment, Bloomberg, Eikon, Factset, Morningstar Direct etc.) will be of significant advantage.

• Strong Analytical Skills & problem-solving skills.

• Fundamental analytical and conceptual thinking skills.

• Experience creating detailed reports and giving presentations.

• Excellent planning, organizational, and time management skills.

• Should be proficient with BA role and responsibilities, like creating BRD, FRD writing, use cases, process flows and other deliverables.

• Should also have experience in managing E2E implementation (Agile/Waterfall) and translating requirements into feature function capability.

• Ability to multitask and meet established deadlines in a dynamic work environment by working independently or as part of a team.

• Strong communication (written & verbal) and excellent stakeholder management skills.

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