Overview
Responsible for managing and developing a team of investment performance and reporting analysts. To act as the subject matter expert in the area of performance and attribution within the business. Work with various internal business units to improve processes and procedures; work with the client service team to deliver high quality services to existing clients and support new client or products.
Key Accountabilities and main responsibilities
Strategic Focus
- Lead, develop and manage a team of investment performance and reporting analysts.
- Provide leadership and guidance to staff, fostering an environment that encourages employee engagement, teamwork and communication
- Lead and facilitate performance management and career development processes with staff. Make decisions for staffing and provide training to staff.
- Develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate delivery of the work by the team.
- Monitor work distribution and ensure resources are used effectively both within the team. Adapt the team structure as required to meet the evolving needs of the business and clients.
- Initiate, develop and implement short and long term plans to improve the effectiveness of team processes and functions.
Operational Management
- Act as the subject matter expert and direct the activities of the team to prepare standard, complex and ad hoc performance attribution and reporting which supports highly sophisticated institutional clients, investment professionals and marketing materials.
- Proactively ensure a strong understanding of end to end processes, controls, data flows, roles and responsibilities
People Leadership
- Evaluate opportunities to improve processes and procedures to ensure optimal productivity and quality of output to deliver client satisfaction.
- Influence and partner with the operations and technology teams and service providers / vendors to ensure data quality, identity and resolve issues related to performance and reporting as needed.
- Ensure all client queries / issues raised are responded to in a timely and appropriate manner.
Governance & Risk
- Ensure effective policies, procedures and controls are in place, well documented and maintained.
- Calculate investment performance data in accordance with industry standards, including core performance measurement after-tax, risk and attribution analysis.
- Ensure compliance / investment monitoring activities are conducted, reported and investigated in adherence to client mandate and service agreements.
- Development of analytical models and tools, including performance fee models.
- Management of key performance and attribution vendor relationships and service providers.
- Foster a risk management and compliance culture within the team.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
- Graduate or relevant professional qualification (CFA/CPIM/CAIA).
- Performance and attribution experience (10+ years) from either the custody or funds management industry
- Proven experience developing, motivating and managing a client reporting and investment performance team.
- Excellent analytical skills, with ability to identify and resolve problems.
- Ability to manage detail whilst maintaining a strategic view in an environment of ambiguity and change.
- Effective communicator with the ability to concisely articulate complex concepts and problems across the business and to clients.
- Strong understanding of financial markets, investment management processes and operational support functions.
- Knowledge of the relevant industry standards, including AIPS and GIPS
- Proficient in data and reporting automation with strong Microsoft Excel and VBA skills.
- Advanced experience with performance and reporting tools. Demonstrable skills in managing end to end process and controls.
- Proven track record in the ability to critically assess processes, controls and issues implementing both tactical and strategic solutions.
- Adept at leading and managing change within reporting teams, identify solutions and enhancement the overall reporting process.
- Ability to work in a fast paced and ever changing environment which can be quite pressurised at times, managing the team to work to tight deadlines.
- Good academic record, very strong communication and stakeholder engagement skills.
- Positive, proactive and flexible attitude.
Overview
Responsible for managing and developing a team of investment performance and reporting analysts. To act as the subject matter expert in the area of performance and attribution within the business. Work with various internal business units to improve processes and procedures; work with the client service team to deliver high quality services to existing clients and support new client or products.
Key Accountabilities and main responsibilities
Strategic Focus
- Lead, develop and manage a team of investment performance and reporting analysts.
- Provide leadership and guidance to staff, fostering an environment that encourages employee engagement, teamwork and communication
- Lead and facilitate performance management and career development processes with staff. Make decisions for staffing and provide training to staff.
- Develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate delivery of the work by the team.
- Monitor work distribution and ensure resources are used effectively both within the team. Adapt the team structure as required to meet the evolving needs of the business and clients.
- Initiate, develop and implement short and long term plans to improve the effectiveness of team processes and functions.
Operational Management
- Act as the subject matter expert and direct the activities of the team to prepare standard, complex and ad hoc performance attribution and reporting which supports highly sophisticated institutional clients, investment professionals and marketing materials.
- Proactively ensure a strong understanding of end to end processes, controls, data flows, roles and responsibilities
People Leadership
- Evaluate opportunities to improve processes and procedures to ensure optimal productivity and quality of output to deliver client satisfaction.
- Influence and partner with the operations and technology teams and service providers / vendors to ensure data quality, identity and resolve issues related to performance and reporting as needed.
- Ensure all client queries / issues raised are responded to in a timely and appropriate manner.
Governance & Risk
- Ensure effective policies, procedures and controls are in place, well documented and maintained.
- Calculate investment performance data in accordance with industry standards, including core performance measurement after-tax, risk and attribution analysis.
- Ensure compliance / investment monitoring activities are conducted, reported and investigated in adherence to client mandate and service agreements.
- Development of analytical models and tools, including performance fee models.
- Management of key performance and attribution vendor relationships and service providers.
- Foster a risk management and compliance culture within the team.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
- Graduate or relevant professional qualification (CFA/CPIM/CAIA).
- Performance and attribution experience (10+ years) from either the custody or funds management industry
- Proven experience developing, motivating and managing a client reporting and investment performance team.
- Excellent analytical skills, with ability to identify and resolve problems.
- Ability to manage detail whilst maintaining a strategic view in an environment of ambiguity and change.
- Effective communicator with the ability to concisely articulate complex concepts and problems across the business and to clients.
- Strong understanding of financial markets, investment management processes and operational support functions.
- Knowledge of the relevant industry standards, including AIPS and GIPS
- Proficient in data and reporting automation with strong Microsoft Excel and VBA skills.
- Advanced experience with performance and reporting tools. Demonstrable skills in managing end to end process and controls.
- Proven track record in the ability to critically assess processes, controls and issues implementing both tactical and strategic solutions.
- Adept at leading and managing change within reporting teams, identify solutions and enhancement the overall reporting process.
- Ability to work in a fast paced and ever changing environment which can be quite pressurised at times, managing the team to work to tight deadlines.
- Good academic record, very strong communication and stakeholder engagement skills.
- Positive, proactive and flexible attitude.
