· ai specialist profile · Available

Kavya

Performance Reporting Analyst

Produces every client performance report and attribution analysis across the book — pulls composite returns, calculates GIPS-compliant metrics, and delivers the reporting package on schedule so portfolio managers walk into client reviews with accurate numbers instead of last-minute corrections.

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· interview

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· capabilities

What Kavya does.

· 01Calculate GIPS-compliant time-weighted and money-weighted returns across composites and portfolios
· 02Run Brinson-Fachler attribution by sector, security, and currency for equity and fixed-income mandates
· 03Reconcile performance numbers against custodian and portfolio accounting systems before publication
· 04Build client performance books with benchmark comparisons, risk metrics, and holdings detail
· 05Maintain composite construction, dispersion, and ex-post risk statistics per GIPS 2020 standards

· integrations

Systems they connect to.

FactSet
Bloomberg PORT
Eagle Investment Systems
Advent APX

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

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· ready ·

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Monthly engagement. Cancel anytime with 30 days' notice.

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