Portfolio Performance & Risk Analyst
The role
We are looking for a Portfolio Performance & Risk Analyst to independently monitor, analyse and compare the performance of multiple investment portfolios managed through different Sri Lankan brokers, including a margin trading portfolio.
This is primarily an investment analytics, performance measurement and risk-monitoring role, rather than a trading or stock-picking position.
What this role is not
- Not primarily a stock-picking or trading role
- No authority to execute trades or transfer investment funds initially
- Acts as an independent performance and risk-monitoring function
Key responsibilities
- Consolidate transaction and portfolio statements from multiple brokers
- Reconcile purchases, sales, dividends, deposits, withdrawals, fees and balances
- Calculate monthly, YTD and since-inception portfolio returns
- Calculate and maintain TWR and XIRR performance measures
- Compare portfolio performance against ASPI and S&P SL20
- Compare performance between investment managers
- Analyse realised and unrealised gains/losses by security
- Measure volatility, beta, drawdowns and concentration risk
- Analyse sector and individual-stock exposures
- Track portfolio turnover, brokerage costs and other transaction costs
- Monitor margin exposure, financing costs and net equity
- Distinguish returns from stock selection vs leverage/market exposure
- Conduct basic performance attribution
- Produce a concise monthly portfolio performance and risk report
- Develop and maintain an Excel and/or Power BI investment dashboard
Typical monthly outputs
A concise management dashboard comparing:
Portfolio A vs Portfolio B vs ASPI / S&P SL20
Including:
- Returns and benchmark-relative performance
- Drawdowns, volatility, beta, concentration
- Turnover, transaction costs and margin financing costs
- Realised/unrealised gains and key performance drivers
Ideal candidate
- Degree in finance, economics, accounting, mathematics, data analytics or related field
- 2–5 years of relevant experience
- Strong understanding of the Colombo Stock Exchange and Sri Lankan equity market
- Strong Excel skills (essential)
- Experience with Power BI or similar tools (advantage)
- CFA qualification or CFA candidacy (advantage)
- Familiarity with portfolio performance measurement and risk metrics
- Analytical, independent and detail-oriented
- Ability to work with confidential financial information
Work arrangement
The position can be structured as a part-time role or consultancy engagement, with flexibility depending on the candidate’s experience.
This is an opportunity to help develop the investment reporting and risk-monitoring framework for a growing privately managed investment portfolio.
When applying
Please send your CV together with a short description of your experience with equity portfolio analysis, CSE investments, Excel/Power BI and investment performance measurement. Candidates may also include an example of an investment dashboard, portfolio analysis or financial model they have previously developed, with confidential information removed.