Client Service & Performance Analysis
Our client is a leading, Financial Services company, providing Wealth Solutions and life Solutions across Australia and New Zealand.
Reporting to the Head of Analytics your key responsibilities will include:
- Prepare performance attribution and risk analysis reports to analyse the impact of investment decisions on performance.
- Provide market knowledge to clients
- Identify product gaps in the market
- Prepare performance results in accordance with external standards including Australian Investment Performance Standards (AIPS) and ISFA
- Product Performance – Calculation and Presentation of Returns.
- Responding to ad hoc queries from Asset Management, Marketing, and research houses.
- Preparation of monthly funds under management and cash flow reports.
Successful applicants must have relevant Client Consulting and Performance experience gained within a leading fund manager or custodian.
Please do not apply if you do not have performance/attributions experience. Please note only successful applicants will be contacted.
Please call Emer on 02 8022 8719 for further details.
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