Investment Portfolio Analytics - Performance Analytics - Director (Associate Vice President (AVP)
Employer: Leading Sovereign Investment Institution
The firm is seeking an experienced Associate Vice President (AVP) – Performance Analytics to lead the end-to-end performance measurement, reporting, and analytics function across a diverse multi-asset portfolio. This senior role reports directly to the Chief Operating Officer (COO) and acts as a strategic advisor, providing the COO with actionable insights, performance intelligence, and challenges where needed.
The AVP will coordinate cross-functional performance processes, ensure accuracy and governance of performance data, challenge investment teams with data-driven analysis, and elevate the institution’s overall performance oversight capabilities.
Product Coverage
The role spans a broad and sophisticated multi-asset investment platform, including:
* Fixed Income
* Multi-Asset Strategies
* Global & Regional Equity Funds
* Absolute Return / Alternative Strategies
* Private Equity
* Co-Investments
* Secondaries
* Real Estate
* Venture Capital
Key Responsibilities
Executive Advisory & COO Partnership
* Serve as a primary advisor to the COO on performance trends, operational metrics, and strategic implications.
* Provide clear, concise, and actionable insights to support the COO’s decision-making.
* Constructively challenge investment teams using rigorous analysis to validate assumptions and highlight discrepancies.
* Ensure the COO receives timely, accurate, and comprehensive performance reporting across all asset classes.
* Coordinate information flow across functions to ensure alignment, transparency, and accurate data delivery.
Performance Reporting & Analytics
* Oversee calculation, verification, and reconciliation of performance returns across retail and institutional portfolios.
* Produce daily and monthly mutual fund performance summaries, highlighting key drivers and deviations.
* Lead monthly composite performance reporting, ensuring accuracy, consistency, and compliance.
* Deliver performance commentary, attribution insights, and ad hoc analysis when requested.
* Conduct peer group and benchmark comparisons to contextualize results and support oversight.
* Support senior management with fast and accurate responses to performance-related queries.
Data Integrity, Systems & Controls
* Maintain and oversee systems/databases to ensure the highest integrity of static and time-series performance data.
* Develop, document, and enforce robust performance procedures and internal controls.
* Identify and execute process improvements, automation initiatives, and operational efficiency enhancements.
* Oversee composite maintenance and ensure daily GIPS adherence and distribution.
* Proactively investigate and resolve data discrepancies in coordination with investment and data teams.
Cross-Functional Coordination & Special Projects
* Lead coordination with Investment, Risk, Strategy, Compliance, Finance, and Technology teams to ensure consistent metrics and reporting.
* Support and/or lead high-profile, COO-sponsored projects related to performance analytics and operational oversight.
* Ensure seamless communication, accurate data flow, and coordinated reporting across the organisation.
* Manage ad hoc analytical requests and performance deep-dives for senior leadership.
Candidate Profile
* 8–12+ years of experience in investment performance analytics, performance measurement, or portfolio oversight within asset management, institutional investment, or sovereign wealth funds.
* Deep expertise in performance calculations, composites, benchmarking, attribution, and GIPS standards.
* Strong ability to advise C-suite leadership and present complex information clearly to non-technical stakeholders.
* Confident in challenging investment teams through data-driven insights and rigorous analysis.
* Highly skilled in managing cross-functional coordination and complex reporting workflows.
* Strong systems, data management, and BI/tool proficiency.
* Exceptional attention to detail, discipline, and the ability to work under pressure in a dynamic environment.