Investment Engineer - Performance Analytics

About This Role

Join our investment technology team as a Data Engineer to ensure the accuracy, consistency, and explainability of portfolio performance across our platform. This role involves analyzing differences between modeled and actual portfolio returns and conducting performance attribution.

Responsibilities

• Investigate and reconcile account-level and benchmark performance data across internal models, benchmark systems, and custodian data.
• Analyze benchmark definitions, blending logic, and drifted allocations to ensure consistency with expected outcomes.
• Build diagnostic scripts in Python and structured queries in SQL to isolate and document root causes of deviations.
• Collaborate with engineers to translate findings into long-term system updates and validation rules.
• Develop and maintain data-quality dashboards, audit trails, and investigative documentation.
• Partner with portfolio management, operations, and engineering teams to improve transparency and trust in performance reporting.

Requirements

• 1-4 years of experience in investment analytics, portfolio accounting, or data engineering/analytics
• Proficiency in both Python and SQL
• Solid understanding of investment performance concepts, including returns, benchmarks, attribution, and reconciliation
• Strong analytical and problem-solving skills with exceptional attention to detail

Qualifications

• University Degree Preferred
• 1-4 years of experience in investment analytics, portfolio accounting, or data engineering/analytics.

Nice to Have

• 5 years of experience in investment analytics, portfolio accounting, or data engineering/analytics
• Bachelor’s or Master’s degree in Finance, Accounting, Mathematics, Computer Science, or a related quantitative field
• Experience with data visualization or workflow automation tools

Skills

* Required skills

Benefits