Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business
As a Portfolio & Performance Analyst within the Portfolio Analysis Group, you will play a crucial role in providing performance measurement and attribution analysis for our clients. You will collaborate with Client Advisors, Portfolio Managers, and other teams to deliver accurate and timely performance reports. Your work will involve improving systems and technology, ensuring data quality, and communicating insights to senior management. This position offers the opportunity to contribute to the development of industry-leading performance and attribution systems while working in a dynamic and supportive team environment.
Job responsibilities
- Provide the best client service experience by understanding our client s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others
- Become a key contributor to the department s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
- Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements
- 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
- Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets
- Interact and communicate effectively written and verbal throughout all organizational levels and roles including a strong client service mentality
- Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
- 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
Preferred qualifications, capabilities and skills
- Bachelor s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred
- 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
- Thorough understanding of ex-post risk concepts and methodologies
