Job responsibilities:
- Conduct comprehensive performance analysis of investment portfolios, including attribution analysis, benchmarking and performance measurement against objectives.
- Develop and maintain performance and risk reporting frameworks, dashboards and models to provide timely and accurate reporting to clients.
- Establish and maintain relationships with vendor and internal management/front line staff
- Partner with performance operations to understand client behavior where required
- Possess business-level understanding of platform functions (legacy and external)
- Work independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
- Interpret and write commentary on functional testing results
- Identify, document, and resolve production issues pre and post migration
- Participate in the implementation of performance measurement and risk analytics systems and tools, including data validation and testing.
- Provide concise client migration status updates and assist with prioritization
- Present findings, outcomes, and solutions at stakeholder meetings
Required qualifications, capabilities and skills:
- Bachelor’s degree graduate in banking or business management
- Minimum of 10 years’ experience working with institutional clients
- Minimum of 5 years’ experience in performance analysis, risk analytics, or investment analytics within the financial services industry
- Strong analytical skills with knowledge of investment products, asset classes and financial markets
- Understanding of systems/software development lifecycle
- Proficiency with office productivity software
- Positive attitude with a willingness to work hard and be on a steep learning curve
- Attention to detail with demonstrated problem-solving ability
Preferred qualifications, capabilities and skills:
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
- Minimum of 5 years working with market leading performance, attribution and analytics software platforms e.g. Factset