Key Responsibilities / Duties:
· Produce and support daily/weekly performance measurement for assigned equity index and ETF portfolios, including benchmark comparisons, return decomposition, and tracking difference monitoring
· Support index-relative attribution and diagnostics (sector/industry, factor, and security contributions) and translate results into clear narratives for stakeholders
· Perform daily monitoring of attribution outputs and triage/clean up anomalies (e.g., missing/misaligned identifiers, stale or incorrect benchmark mappings, corporate action timing impacts, return outliers); coordinate with Technology, Operations, and Data teams to remediate root causes and document resolutions
· Assist in producing daily, weekly, and ad-hoc risk, performance, and tracking reports for passive strategies and ETFs, with a focus on accuracy, repeatability, and timeliness
· Help identify, validate, and explain changes in active risk, tracking error, and tracking difference, including key implementation drivers (rebalance timing, corporate actions, cash management, and trading costs)
· Monitor and reconcile holdings vs. benchmark, index events, and corporate actions; investigate breaks that impact performance, attribution, and risk outputs; coordinate fixes and confirm resolution
· Prepare analysis and materials for portfolio reviews, risk forums, and governance routines supporting the passive/ETF platform
· Assist with monitoring compliance with internal risk limits and product guidelines (e.g., tracking error thresholds, concentration/issuer limits where applicable) and documenting alerts or breaches
· Collaborate with portfolio managers, traders, ETF capital markets, and internal partners to support effective risk oversight and issue resolution
· Respond promptly to complex performance, attribution, and risk queries from portfolio managers, Sales, Product, and Risk leadership
· Maintain and enhance processes for risk, tracking, and performance exception monitoring, escalation, and documentation (including clear commentary for alerts, breaches, and material attribution outliers)
· Contribute to process improvements and automation of performance/attribution and risk analytics and reporting using Python (and other approved tools), improving timeliness, controls, and data quality
· Partner with Technology, Operations, Trading, and Data teams to resolve data breaks, support system enhancements, and improve inputs (e.g., benchmark files, corporate actions, index rebalances)
· Provide ad-hoc analytics to support Equity Passive/ETF initiatives, new product reviews, index changes, and cross-department priorities as needed