Wealth Management - Portfolio Analysis Group - Vice President

The role demand underlying traits but not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.

The successful candidate will need a broad understanding of performance, be highly organized and intellectually curious, and partner well across multiple teams and all seniority levels. The role will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to drive performance insights.

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 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
• Collaborate and think creatively and deliver innovative solutions to our complex client demands, always striving to find ways to improve processes and service

Required qualifications, capabilities and skills:

• Experienced performance measurement professional with over 10 years of relevant experience including project experience
• 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
• Comfortable in a team environment while also able to deliver on independent assignments
• Knowledge of portfolio accounting principles, and performance and attribution methodologies
• Solid analytical ability to research and analyze complex data sets
• 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

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
• Experience in team management and building high performing teams