Bulge Bracket Investment Banks

Posted a month ago

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**Portfolio Analysis Associate - Asset Management** As an Associate in the Portfolio Analysis Group, you'll drive performance measurement, attribution, and analytics supporting investment teams and client reporting. Key responsibilities include enhancing infrastructure, collaborating across teams, interpreting attribution results, risk analysis, and ensuring data quality. Essential qualifications are a Bachelor's degree, 5+ years in performance analysis, fixed income product knowledge, and strong quantitative & communication skills. Preferred qualifications include CPA certification, Excel proficiency, and experience in AI-powered analytics.

Compensation: Not specified
City: Manila
Country: Not specified

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Help turn portfolio data into clear insights that improve decision-making and client outcomes. In this role, you will partner with investment and reporting teams to deliver accurate performance measurement, attribution, and analytics. You will solve complex problems, improve processes, and strengthen data quality. If you enjoy combining quantitative rigor with clear communication, this role offers meaningful impact and growth.

Job summary

As a Portfolio Analysis Associate in the Portfolio Analysis Group, you will deliver performance measurement, attribution, and portfolio analytics that support investment teams and client reporting. You will translate results into clear insights, help improve analytics infrastructure, and ensure data quality through effective controls and collaboration.

Job responsibilities

Lead infrastructure and process initiatives that enhance performance measurement, attribution, and analytics capabilities

Build strong partnerships across investment, operations, and reporting teams to understand needs and deliver solutions

Interpret attribution results and develop commentary that explains drivers of portfolio outcomes across strategies

Provide regular and ad hoc risk and return analysis to support investment decision-making

Oversee performance and attribution calculations and develop reporting solutions to meet stakeholder requirements

Monitor data quality and perform reconciliations across calculation sources to identify and resolve breaks

Required qualifications, capabilities and skills

Bachelors degree

5 years of experience in performance measurement and attribution analysis

Strong understanding of fixed income products, including structured products and derivatives

Knowledge of asset management products and client needs, including portfolio accounting principles and attribution methodologies

Demonstrated quantitative and problem-solving skills, with strong attention to detail

Strong communication skills, including the ability to present results and influence stakeholders

Relationship management skills to build productive partnerships in a matrixed organization

Preferred qualifications, capabilities and skills

Certified Public Accountant (CPA)

Proficiency with Microsoft Excel

Experience conducting issue resolution and root cause analysis, including timely investigation and remediation

Experience supporting fixed income performance and attribution workflows

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Deliver performance and attribution insights and reporting solutions to support investment decision-making and client outcomes.

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

Job summary

Job responsibilities

Lead infrastructure and process initiatives that enhance performance measurement, attribution, and analytics capabilities

Build strong partnerships across investment, operations, and reporting teams to understand needs and deliver solutions

Interpret attribution results and develop commentary that explains drivers of portfolio outcomes across strategies

Provide regular and ad hoc risk and return analysis to support investment decision-making

Oversee performance and attribution calculations and develop reporting solutions to meet stakeholder requirements

Monitor data quality and perform reconciliations across calculation sources to identify and resolve breaks

Required qualifications, capabilities and skills

Bachelors degree

5 years of experience in performance measurement and attribution analysis

Strong understanding of fixed income products, including structured products and derivatives

Knowledge of asset management products and client needs, including portfolio accounting principles and attribution methodologies

Demonstrated quantitative and problem-solving skills, with strong attention to detail

Strong communication skills, including the ability to present results and influence stakeholders

Relationship management skills to build productive partnerships in a matrixed organization

Preferred qualifications, capabilities and skills

Certified Public Accountant (CPA)

Proficiency with Microsoft Excel

Experience conducting issue resolution and root cause analysis, including timely investigation and remediation

Experience supporting fixed income performance and attribution workflows

Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Deliver performance and attribution insights and reporting solutions to support investment decision-making and client outcomes.

Asset Management - Portfolio Analysis Group - Associate

Full Job Description

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Full Job Description

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