Performance & Analytics Analyst

Posted 3 Days Ago
Be an Early Applicant
Pune, Maharashtra, IND
In-Office
Junior
Fintech
The Role
Analyzes institutional portfolio returns against benchmarks, prepares gross- and net-of-fees performance reports and risk statistics, and performs quality control, reconciliation, and monthly performance sign-off. The role also supports ad hoc reporting, client servicing, SOP documentation, and training new team members. Strong knowledge of capital markets, investment performance measurement, portfolio analytics, Excel, and analytical problem-solving is required.
Summary Generated by Built In

Company Description

As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.
With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.


Job Description Summary

We are seeking a Pune based Investment Performance Analyst to join our Performance department in Global Technology & Operations.


Process Summary  & Position Brief :-

Institutional performance team is responsible for calculation and reporting  of various performance reports to portfolio managers, associate portfolio managers, client reporting and client servicing teams, custodian and final clients.

Analyst will be responsible for day to day activities of the team which include analyzing the Account total return for institutional portfolios which are outside the acceptable tolerance versus the benchmark return or representative account for the investment strategy, preparation and review of various gross of fees and net of fees performance reports along with risk statistics on a scheduled and ad hoc basis, performing various QC and reconciliation tasks for institutional portfolios, reviewing and signing off the account performance on a monthly basis, training and grooming the new joiners on various performance reports and assist the team in SOP documentation etc.


Key Accountabilities & Specific Knowledge required

  • To meet all KPIs consistently.
  • Strong understanding of fundamentals of capital markets and investment performance measurement methodologies etc.
  • Good logical, analytical and problem-solving abilities, Attention to detail
  • Good interpersonal skills and strong client focus
  • Ability to communicate clearly, concisely and effectively.
  • Ability to multi-task and prioritize work

Qualifications, Experience, Education:-

  • Any Graduate/MBA (Finance)
  • Experience in Investment performance measurement up to 2 Years
  • Strong Knowledge of Portfolio Performance Measurement
  • Good knowledge of MS Office applications-especially Excel is desirable
Pune, India

Skills Required

  • Any graduate degree or MBA in Finance
  • Up to 2 years of experience in investment performance measurement
  • Strong knowledge of portfolio performance measurement
  • Good knowledge of Microsoft Office applications, especially Excel
  • Understanding of capital markets and investment performance measurement methodologies
  • Logical, analytical, and problem-solving abilities with attention to detail
  • Strong interpersonal and communication skills

AllianceBernstein Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AllianceBernstein and has not been reviewed or approved by AllianceBernstein.

  • Retirement Support — Retirement programs include a 401(k) with employer match and zero-fee management, plus an employee stock purchase plan and charitable contribution matching. These features form a strong pillar of the total rewards offering.
  • Leave & Time Off Breadth — Time-off offerings extend beyond standard PTO to include paid volunteer time, sabbaticals, and periodic 'refresher' vacation. These provisions support work–life balance.
  • Wellbeing & Lifestyle Benefits — Workplace perks include free lunches, free snacks, subsidized meals, and company-sponsored events alongside pretax commuter programs. Wellness resources such as fitness centers, wellness groups, and EAP access add day-to-day value.

AllianceBernstein Insights

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The Company
HQ: Nashville, NY
4,847 Employees
Year Founded: 1967

What We Do

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

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