Manager of the TCW, MetWest, and TCW Alternative Fund Families

Sr. Performance Analyst

  • Commensurate with experience
  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • 07 Mar 18

The Senior Performance Analyst position will join a Performance & Attribution team that supports performance review and validation for TCW investment portfolios (fixed income, equity, and emerging markets), generates and analyzes Fixed Income Attribution, and supports the Fixed Income Investment Management team.

~The role will be part of a team that is responsible for the overall performance and attribution cycle, which includes review and validation of security returns, management of systems to calculate portfolio returns, review of portfolio returns, attribution calculation and analysis, management of month-end pricing, and ad-hoc performance and attribution inquiries.  This is a dynamic team that works across the firm and have frequent interactions with Portfolio Management staff, Client Services, and Investment Operations.

Manage the performance validation process in the assigned areas by reviewing and validating monthly security and portfolio performance
Conduct thorough investigation of performance outliers, analyze findings, and make recommendations on changes or fixes
Interface with investment management, client servicing, and operations staff regularly to address performance inquires and complete related requests
Review and scrub periodic attribution data
Work closely with the trading desk and IT to support development and implementation of performance attribution model enhancements
Complete ad-hoc performance projects as necessary

Minimum Qualifications
Bachelor’s Degree in Finance, Economics, Accounting or related field
3 – 5 years of experience in portfolio performance validation
Proficient in Excel with demonstrated knowledge and experience in formula writing
Solid knowledge of fixed income and equity securities
Strong analytical skills and rigorous attention to detail
Solid written and verbal communication skills
A quick learner and a strong team player
Demonstrated ability to take initiatives and ownership of responsibilities
A self-motivated individual with high professionalism and strong work ethic

Desired Qualifications
CFA preferred
CIPM preferred
Knowledge of SQL or VBA strongly preferred
Fixed income attribution related experience

About TCW

TCW was named Best Places to Work by Pension & Investments for the third year in a row.

TCW is a leading global asset management firm with more than four decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments. Through the MetWest and TCW Fund Families, TCW manages one of the largest mutual fund complexes in the U.S. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. As of June 30, 2017, TCW had total assets under management of $196.9 billion. TCW is headquartered in
Los Angeles, and has offices in New York, Boston, Chicago, London, Hong Kong, and Tokyo.

TCW is an Equal Opportunity Employer. Please visit for more information.

Los Angeles, CA, USA Los Angeles CA US