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Open nowPosted 58 days ago

Manager Performance & Attribution Reporting

Workable (global search)109,826 open roles

Where
Abu Dhabi, AZ, United Arab Emirates
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Your applicationOpen nowManager Performance & Attribution ReportingWorkable (global search) · Abu Dhabi, AZ, United Arab Emirates
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This job: posted 58 days ago

Workable (global search) median: 2 days open

The posting

• The Manager – Performance & Attribution Reporting is responsible for managing the day-to-day delivery of investment performance measurement, attribution reporting, and the portfolio analytics framework across EIA's full investment portfolio.

• The role ensures accurate, timely, and transparent performance reporting across all asset classes and investment portfolios, supporting investment decision-making, portfolio oversight, and governance.

• Operating within a multi-asset, sovereign wealth fund environment, they are responsible for implementing the performance measurement framework, maintaining data integrity, supervising operational reporting activities, and driving continuous improvements in reporting processes, and analytical outputs.

• Overall, the Manager plays a key, leading role in executing the strategic responsibilities of the function.

Core Responsibilities

1. Performance Measurement & Attribution

• Manage the end-to-end investment performance measurement process across all investment portfolios and asset classes, and all the aggregations of those portfolios.

• Ensure accurate calculation and validation of portfolio returns aligned to approved methodologies.

• Produce and review performance contribution and attribution analyses, including but not limited to:

o Asset allocation & Security selection

o Factor attribution

o Risk-adjusted performance analysis

• Validate benchmark calculations and comparative performance reporting and analysis.

• Ensure consistency between internal and external performance analysis where applicable

2. Portfolio Analytics, Reporting and Executive Information

• Analyse portfolio performance against investment objectives, benchmarks, strategic asset allocation, and other relevant asset class and industry approaches.

• Identify key drivers of portfolio returns and investigate and understand performance variances.

• Produce investment performance analysis and reports for stakeholders including:

o Executive Management

o Committees

o Asset class Teams / Portfolio Managers

o Chief Financial Officer

• Prepare analytical insights and commentary supporting investment reviews and governance discussions ensuring the information is presented to stakeholders in clear and informative ways.

• Support ad hoc portfolio performance analysis.

3. Performance Data Management, Documentation & Controls

• Ensure the accuracy, integrity, and reconciliation of performance data across different platforms and systems.

• Perform data validation and exception management to maintain high-quality reporting outputs.

• Maintain documentation of policies and controls governing performance measurement and attribution methodologies and standards.

• Support internal and external audit requirements through complete documentation and evidence of methodologies and controls.

4. Systems - Automation & Continuous Improvement & Digital Transformation

• Oversee day-to-day operation of performance reporting platforms and analytical tools in collaboration with any related parties.

• Support implementation of system and methodology enhancements, and reporting automation initiatives.

• Collaborate with IT and Data teams to improve integration between platforms and systems.

• Identify opportunities to improve reporting efficiency and accuracy, reduce manual intervention, enhance data quality.

• Develop and implement enhanced analytical visualization, with support of other IT and Data teams where necessary.

• Develop and support the usage and adoption of AI-enabled analytical and reporting tools.

5. Governance & Stakeholder Management

• Ensure compliance with approved performance and analytical reporting methodologies, governance standards, and internal controls and policies. Conduct periodic review of such methodologies and standards.

• Coordinate with Investment, Risk, Operations and other relevant teams to resolve performance and reporting issues and data discrepancies.

• Liaise with any 3rd party service providers and entities to ensure data accuracy and service quality.

• Support governance forums through timely, accurate performance and attribution reporting.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Mathematics, Statistics, or a related discipline.

• CIPM, CFA Charter holder or equivalent professional qualification is highly desirable.

Experience Requirements

• 10–12 years of experience in investment performance measurement, attribution reporting, portfolio analytics, or investment reporting.

• Minimum 3 years leading or supervising performance reporting teams.

• Experience within a sovereign wealth fund, asset owner, asset management firm, pension fund, or institutional investment environment is strongly preferred.

• Proven experience working with multi-asset portfolios, benchmark methodologies, and institutional investment performance reporting.

• Experience implementing analytical reporting enhancements, automation initiatives, or performance systems development is required.

Technical Expertise / Skills / Knowledge

• Strong knowledge of investment performance measurement and contribution/attribution methodologies across Public and Private assets within an overall multi-asset portfolio.

• Strong understanding of accounting, valuation, and investment data and flows.

• Deep experience within the areas of portfolio analytics, benchmark construction, and performance reporting.

• Familiarity with performance measurement systems (e.g., Solovis, SimCorp, BNY Eagle, Bloomberg PORT, FactSet, MSCI Barra, or equivalent).

• Advanced analytical, reporting, commentary and presentation skills, specifically with reporting and data visualization tools e.g. Power BI.

• Ability to interpret complex investment information and communicate insights clearly to senior stakeholders both in spoken and written form.

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