Public Securities Group, Performance and Attribution Analyst

Location

Chicago - 110 North Wacker Drive, Suite 2700

Business - Public Securities

Brookfield’s Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies. The Public Securities Group leverages Brookfield’s core real asset expertise across real estate, infrastructure, real asset debt, real asset solutions and opportunistic strategies through a variety of flexible and scalable investment mandates, including separate accounts, registered funds and private funds. Clients include financial institutions, public and private pension plans, insurance companies, endowments and foundations, sovereign wealth funds and high net worth investors. The Public Securities Group has been investing in public securities for over 30 years and has over $28 billion of assets under management. For more information, visit https://publicsecurities.brookfield.com.

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

The Performance and Attribution Analyst plays a key role in supporting the firm’s investment and sales strategies through following and maintaining performance controls, data validation, effective reporting, and insightful analysis. This individual will collaborate across various teams, aid in maintaining reporting standards, and leverage software systems to enhance efficiency and productivity. This is an excellent opportunity for a motivated professional with a passion for details, data, and a drive for continuous improvement.

Responsibilities:

• 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
• The role encompasses both routinely scheduled responsibilities and ad-hoc requirements.
• Maintain firm composites according to GIPS Policies and Procedures.
• Attribution Analysis: Run single and multi-factor models, understanding the impact of market movements, currency effects, and investment decisions.
• 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.
• Client Support: Collaborate with client service team to address inquiries on performance and attribution data, methodologies, and reporting formats.
• Maintain performance measurement systems: Participate in system updates and data integrations in coordination with the technology team, conduct user acceptance testing, and document processes.
• 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.
• Development: Stay up on industry trends, regulatory requirements, and advancements in performance and attribution analytics.
  
  

Key Qualifications

A successful candidate will possess the following:

• Experience: 5 years of relevant experience in asset management or financial analytics, with direct responsibilities including performance and attribution analysis and reporting.
• A bachelor's degree is required, preferably in Finance, Economics, Mathematics, Statistics, or related field
• A CFA designation is distinguishable.
• Team Player and Independent Worker: Ability to actively collaborate within teams while independently managing functions and responding to shifting priorities.
• Communication Skills: Strong verbal and written communication skills to engage with individuals across all organizational levels effectively.
• Creativity and Problem-Solving: Bring fresh ideas and creative solutions to discussions, contributing to continuous improvement of processes.
• Task Management: Capable of independently managing projects, navigating ambiguity, and delivering results within time constraints.
• Attention to Detail: Exceptional focus on accuracy, demonstrating a high priority for detail in all aspects of work.
• Securities Knowledge: Experience with public securities strategies and familiarity with alternative strategies is beneficial.
• 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.
  
  

Salary Range: $110K - $120K

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.