Job Description
Employment Type
Project-Based Contract / Professional Consulting Assignment
Position SummaryWe are seeking an experienced Investment Performance & Excel Model Review Consultant to independently review, validate, and enhance existing Excel-based investment performance models and related calculation methodologies.
The successful candidate will assess the accuracy, consistency, and reliability of performance measurement calculations, including Internal Rate of Return (IRR), Time-Weighted Return (TWR), Money-Weighted Return (MWR), bond yields, and portfolio returns. The role involves identifying calculation errors, methodological inconsistencies, and control weaknesses, while providing practical recommendations aligned with industry standards and best practices.
Key Responsibilities- Review existing Excel model structures, formulas, assumptions, data inputs, and cash flow treatment methodologies.
- Validate the accuracy of IR...