Head of Portfolio Analytics - eFinancialCareers - #2089240

SUMMARY:

A leading investment house with a global mandate is seeking a Head of Portfolio Analytics to provide sophisticated investment insight across its public equity and fixed income portfolios. This is a senior, front office-facing role, focused on improving portfolio construction, trading behaviour and realised outcomes through rigorous analysis, evidence-based challenge and practical decision support. Working closely with portfolio managers, the successful candidate will help preserve and enhance alpha by identifying unintended risks, inefficiencies and performance leakage, while contributing to best practice in portfolio analytics through data, technology and AI.

KEY RESPONSIBILITIES:

1. Deliver portfolio performance attribution and alpha analysis across teams, portfolios and positions, identifying drivers of returns, active risk and underperformance.
2. Assess the impact of portfolio construction, position sizing and concentration decisions, and identify sources of alpha leakage including factor exposures, turnover drag, timing effects and execution inefficiencies.
3. Lead trading and execution analysis, including implementation shortfall, liquidity, market impact, order sizing and benchmark-relative trade outcomes, and recommend improvements to trading processes.
4. Partner closely with portfolio managers as a trusted analytical adviser, providing clear, evidence-based challenge and translating complex findings into actionable investment insight.
5. Prepare high-quality portfolio analytics reporting for senior stakeholders, and develop tools, dashboards and AI-enabled analytical capabilities in partnership with technology and data teams.
6. Contribute to continuous improvement in investment decision-making by embedding robust feedback loops, supporting post-trade reviews and applying market best practice in portfolio analytics and execution research.

REQUIRED KNOWLEDGE, EXPERIENCE & COMPETENCIES:

1. Extensive senior-level experience in investment analytics, portfolio analysis, investment risk, quantitative research or trading analysis within an active asset manager or asset owner environment.
2. Proven experience working directly with portfolio managers, with the credibility and judgement to challenge constructively and influence investment behaviour.
3. Strong understanding of active portfolio management in public equities and/or fixed income, including portfolio construction, position sizing, trading dynamics and realised performance versus intended outcomes.
4. Deep expertise in performance attribution, alpha analysis, active risk, factor analytics and trading cost or execution analysis.
5. Advanced capability with portfolio analytics and performance measurement platforms such as Barra, FactSet, Bloomberg PORT, Aladdin or Wilshire, together with strong quantitative and data analysis skills.
6. Knowledge of market indices, investment characteristics and classification schemes, as well as working familiarity with regulatory and compliance frameworks including GIPS standards.
7. Experience of emerging AI tools in performance analysis, with the ability to turn complex analytical output into clear, commercially relevant insight for technical and non-technical audiences alike.
8. Bachelor’s degree in a relevant discipline together with an appropriate professional qualification such as CFA, FRM, CIPM or CQF.