Client performance analyst (Boutique investment bank) recruitment
This boutique investment bank focuses on trading, asset management and corporate advisory to the domestic market. With over 100 staff in their Sydney office they offer an innovative and collaborative environment with stability and work / life balance.
The role:
This is a newly created role seeking a highly analytical and articulate candidate to focus on performance attribution, provide commentary and assist with designing reports and answering client’s queries.
Responsibilities:
• Performance attribution and provide commentary on client portfolios
• Preparation of performance statistics
• Responsible for board reporting and commentary and client reporting
• Responding to client queries
• Assistance with design of reports and defining output for data warehouse project
• Review of market rate inputs and resolution of issues
• Ad-hoc analysis
The candidate:
The successful candidate will have an excellent eye for detail and have experience within portfolio performance analytics and compiling reports that include numerical, graphical and narrative data.
Skills and experience:
• 2+ years experience working within an attribution related role (experience within portfolio performance analytics)
• Knowledge of the Financial Markets
• Degree qualified (Mathematics / statistics based subjects preferable)
• Post qualification desirable (CFA/Finsia)
• Strong excel skills
• High attention to detail and deadline driven
• Excellent organisational skills and well developed relationship and influencing ability
For more information you can call Josette Owen in our Sydney office on (02) 9087 6215 quoting Job Reference 51236 or alternatively, apply online below