Senior Portfolio Attribution Specialist

Job Title: Senior Portfolio Attribution Specialist

Location: UAE (Remote)

Employment Type: Full-Time

Level: Senior

Work Arrangement: Fully Remote

About Us

We are seeking an analytical and detail-oriented Senior Portfolio Attribution Specialist to evaluate investment performance, explain portfolio returns, and identify the factors contributing to investment outcomes. This role focuses on performance attribution, benchmark analysis, risk-adjusted return measurement, and portfolio reporting across asset classes.

The ideal candidate will have strong expertise in investment performance measurement, quantitative analysis, and portfolio analytics, with the ability to translate complex investment data into clear, actionable insights for portfolio managers and stakeholders.

Key Responsibilities

• Conduct portfolio performance attribution across equities, fixed income, multi-asset portfolios, and other investment strategies.
• Analyze portfolio returns against appropriate benchmarks to identify the contribution of asset allocation, security selection, currency movements, and other relevant factors.
• Apply suitable attribution methodologies, including Brinson-based approaches for equity portfolios and fixed-income attribution techniques where applicable.
• Evaluate performance drivers across sectors, regions, investment styles, currencies, and individual securities.
• Reconcile portfolio returns, benchmark returns, holdings, transactions, and performance data to ensure accuracy and consistency.
• Analyze the impact of market movements, portfolio positioning, trading decisions, and risk exposures on investment performance.
• Prepare detailed performance attribution reports, dashboards, and management presentations for portfolio managers, investment committees, and clients.
• Collaborate with portfolio management, investment research, risk management, performance measurement, and operations teams to investigate performance discrepancies.
• Review benchmark selection, data mappings, corporate actions, cash flows, and pricing inputs that may affect attribution results.
• Support performance analysis across different reporting periods, including daily, monthly, quarterly, and annual investment performance reviews.
• Evaluate portfolio performance against investment objectives, risk limits, and relevant performance benchmarks.
• Assist with the analysis of tracking error, active returns, factor exposures, and other risk-adjusted performance indicators.
• Maintain documentation of attribution methodologies, calculation assumptions, data sources, and reconciliation procedures.
• Support the development and enhancement of performance attribution models, analytical tools, and reporting automation.
• Monitor industry standards and best practices relating to investment performance measurement and reporting.
• Assist with internal reviews, client reporting requests, audit requirements, and performance data governance.
• Identify opportunities to improve data quality, reporting efficiency, and the consistency of investment performance analysis.

Qualifications and Experience

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline.
• Typically 5+ years of relevant experience in portfolio performance attribution, investment analytics, performance measurement, or portfolio reporting.
• Strong understanding of portfolio return calculations, benchmark-relative performance, asset allocation effects, and security selection effects.
• Experience with attribution methodologies across equity and fixed-income portfolios; multi-asset experience is an advantage.
• Knowledge of performance measurement concepts, including time-weighted returns, money-weighted returns, active returns, tracking error, and risk-adjusted performance metrics.
• Familiarity with investment benchmarks, portfolio holdings, transaction data, corporate actions, and market pricing information.
• Understanding of GIPS standards and their application to investment performance presentation is desirable.
• Experience using portfolio analytics and performance attribution platforms, investment management systems, or financial data providers.
• Advanced proficiency in Microsoft Excel; experience with Python, SQL, Power BI, or similar analytical tools is an advantage.
• Relevant qualifications such as CFA, CIPM, or equivalent investment performance credentials are desirable.
• Strong quantitative, analytical, and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills, including the ability to explain performance drivers to non-technical stakeholders.
• Ability to manage multiple reporting deadlines and work independently in a remote environment.

Key Performance Indicators (KPIs)

• Accuracy and timeliness of portfolio attribution calculations and reports.
• Effective reconciliation of portfolio returns, benchmark returns, and underlying investment data.
• Timely identification and resolution of performance discrepancies.
• Quality and clarity of performance explanations provided to investment stakeholders.
• Consistency of attribution methodologies and compliance with internal reporting standards.
• Reliability of portfolio analytics and benchmark data.
• Timely delivery of client, management, and investment committee reporting.
• Reduction in manual reporting errors and recurring data discrepancies.
• Effectiveness of reporting automation and analytical process improvements.
• Compliance with applicable performance measurement and governance requirements.

What We Offer

• Competitive compensation aligned with experience and technical expertise.
• Fully remote working arrangements.
• Opportunities to work with diverse investment portfolios and advanced performance analytics.
• Professional development and support for relevant investment qualifications.
• A collaborative environment focused on analytical excellence, investment transparency, and data integrity.
• Opportunities to contribute to portfolio analytics, reporting automation, and performance measurement improvements.

How to Apply

Interested candidates are invited to submit an updated CV highlighting their experience in portfolio attribution, investment performance measurement, benchmark analysis, and portfolio analytics systems.

Please include examples of attribution methodologies applied, performance discrepancies resolved, or improvements made to investment reporting and analytical processes where appropriate.

• Email Subject Line: Application – Senior Portfolio Attribution Specialist (UAE Remote)