Portfolio Analysis Group - Performance - Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group team to partner with the Business.

Job responsibilities

• Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
• Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
• Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
• Be a driver of the development and implementation of the performance and attribution systems with best industry practices
• Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
• Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
• Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists

Required qualifications, capabilities and skills

• Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline)
• Passion for the investments business and financial markets
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Understanding of the various businesses/products within the Asset management & Wealth management space
• Knowledge of portfolio accounting principles, and performance and attribution methodologies
• Solid analytical ability to research and analyze complex data sets

Preferred qualifications, capabilities and skills

• CIPM/CFA or progress toward designation a plus
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus