performance analyst
performance analyst / client reporting / CIPM or IMC / Asset management or custodian / asset servicing
ROLE
Managing the performance needs of existing clients, supporting the portfolio managers, client services, RFP and reporting functions
Serve as subject matter expert responsible for identifying performance measurement solutions for new, complex product and client offerings.
Ensures solution is thoroughly defined and documented from start to finish including upstream dependencies/requirements to downstream deliverables/impact.
PRINCIPAL RESPONSIBILITIES
Completes rate of return calculation, validation and discrepancy analyses.
Performs intra month analysis of performance Vs benchmark to identify any issue that may impact performance.
Generating Attribution Analysis and Portfolio analytics for equity, cash and fixed income portfolios
Works with portfolio managers in identifying performance issues
Providing ad-hoc reporting, analysis and research as necessary to the Client Service Team
As needed, individual also works with internal partners to resolve client enquiries and/or address client information needs
Generates ideas for operational efficiency.
Interprets business periodicals in order to recognise and understand the market environment.
Develops or completes projects in designated areas of expertise.
SKILLS / EXPERIENCE
Solid knowledge of finance, statistics, investment products and performance measurement methodology usually acquired through related work experience. Excellent analytical, interpretation and communication skills.
Proven understanding of asset management terminology and familiarity with investments instruments is essential
Knowledge of Funds and SMA's performance
Excellent PC literacy required with strong knowledge of MS-Excel essential.
Proven ability to quickly understand new systems, both in-house and market data provider systems such as Bloomberg and Factset highly desirable
Numerically competent with strong problem solving and analytical skills
Must have an eye for detail
Ability to communicate effectively at all levels both internally and externally
Organisational skills and the ability to prioritise a busy workload
Self Starter, able to think ahead and schedule tasks
Ability to be flexible and change priority quickly
Ability to get other departments to deliver with the tenacity to follow up on outstanding actions.
Reporting and performance background preferred
CIPM or IMC qualification preferred
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