Public Securities Group, Performance and Attribution Analyst
Brookfield
Analyze and report performance/attribution of public securities portfolios.
2 days ago ago
$110,000 - $120,000
Intermediate (4-7 years), Experienced (8-12 years)
Full Time
Chicago, IL
Office Full-Time
Company Size
20,000 Employees
Service Specialisms
Asset Management
Real Estate
Renewable Power
Infrastructure
Credit
Private Equity
Sector Specialisms
Renewable Power
Infrastructure
Private Equity
Industrial
Infrastructure Services
Business Services
Healthcare
Technology Services
Role
What you would be doing
performance measurement
attribution analysis
system integration
client support
report preparation
composite management
- Performance Measurement: Review portfolio and benchmark returns across various asset classes (equities, fixed income, alternatives) for accuracy, and understanding data inputs and calculation methodologies (e.g. TWR, Modified Dietz) and reconciling to ensure consistency
- Attribution Analysis: Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions.
- Maintain firm composites according to GIPS Policies and Procedures.
- Development: Stay up on industry trends, regulatory requirements, and advancements in performance and attribution analytics.
- Maintain performance measurement systems: Participate in system updates and data integrations in coordination with the technology team, conduct user acceptance testing, and document processes.
- Client Support: Collaborate with client service team to address inquiries on performance and attribution data, methodologies, and reporting formats.
- Reporting: Prepare comprehensive performance and attribution reports for internal stakeholders (portfolio managers, risk teams, senior management) and external clients, ensuring consistency, clarity, and strategy relevance.
What you bring
excel
factset
sql
cfa
bachelors
communication
- Securities Knowledge: Experience with public securities strategies and familiarity with alternative strategies is beneficial.
- Communication Skills: Strong verbal and written communication skills to engage with individuals across all organizational levels effectively.
- Team Player and Independent Worker: Ability to actively collaborate within teams while independently managing functions and responding to shifting priorities.
- Technical Proficiency: Command of Excel and FactSet knowledge are required. Experience with relational databases (SQL) for data extraction, analysis, and automation and knowledge of Advent Geneva and eVestment are distinguishable.
- Creativity and Problem-Solving: Bring fresh ideas and creative solutions to discussions, contributing to continuous improvement of processes.
- Attention to Detail: Exceptional focus on accuracy, demonstrating a high priority for detail in all aspects of work.
- A CFA designation is distinguishable.
- Experience: 5+ years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting.
- Task Management: Capable of independently managing projects, navigating ambiguity, and delivering results within time constraints.
- A bachelor's degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field
- Software Expertise: Develop a deep understanding and mastery of various tools, including FactSet Attribution, Advent Geneva Portfolio Accounting, and IVP (Indus Valley Partners) Data Warehouse and Portfolio Master.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
Founded in 1899
Years in Business
Brookfield has been a global leader in alternative asset management for over a century, showcasing its long-standing presence and expertise in the industry.
- The company manages a diversified portfolio across real estate, infrastructure, renewable power, and private equity.
- Brookfield is known for its strategic investments in large-scale assets that drive long-term value.
- Its diverse real estate portfolio spans office towers, residential complexes, retail spaces, and logistics hubs.
- Notably, Brookfield has made substantial investments in renewable energy, including wind, solar, and hydroelectric projects.
- The firm has built a reputation for its ability to manage complex, large-scale infrastructure projects worldwide.
- Brookfield has been instrumental in major developments like the World Financial Center in New York and London's Canary Wharf.
- The company is renowned for creating and managing sustainable, high-value assets across key sectors of the global economy.
- Brookfield is also focused on growing its presence in emerging markets, capitalizing on growth opportunities in Asia and Latin America.
- We are driven by a deep sense of purpose, a commitment to long-term value creation, and a passion for excellence.
- We maintain a high standard of ethical conduct, transparency, and responsibility in all that we do.
- We collaborate with people from diverse backgrounds and leverage their skills, perspectives, and experiences to achieve our objectives.
- We take a long-term view and act with patience, discipline, and integrity in the pursuit of value for our investors, partners, and communities.
- We are committed to fostering a workplace where everyone is empowered to perform at their best and where ideas and opinions are respected.
2050 target
Net Zero Carbon Emissions
Commitment to achieving net zero carbon emissions across all assets.
100% renewable
Energy Generation Capacity
Achieved 100% renewable energy generation capacity.
$20 billion
Investment in Clean Energy
Invested over $20 billion in clean energy and sustainability-related projects.
- Committed to reducing carbon footprint across all assets, including real estate and infrastructure holdings.
- Integrated sustainability into its investment process and actively works with portfolio companies to enhance environmental performance.
30% Target by 2025
Female Leadership Roles
Aiming to achieve a 30% representation of women in leadership positions by 2025.
30% Globally
Senior Leadership Representation
Currently, women hold 30% of senior leadership roles across global operations.
- Established programs to support recruitment and advancement of underrepresented talent across all levels.
- Tracks and reports on diversity metrics regularly to ensure accountability.
- Invested in training and development initiatives to support career advancement for diverse talent.
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