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 team to partner with the Business.

 

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 othersBecome 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 toolsMaintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvementsCalculate performance returns and performance attribution across product range, ensuring accuracy and timely deliveryOverseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional officesAnalyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managersBe a driver of the development and implementation of the performance and attribution systems with best industry practicesMonitoring 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 resultsProviding regular and bespoke risk and return analysis to portfolio managers and investment specialistsCollaborate 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 experienceStrong quantitative skills, comfortable with formulas, performance measurement methodology and risk measuresUnderstanding of the various businesses/products within the Asset management & Wealth management spaceComfortable in a team environment while also able to deliver on independent assignmentsKnowledge of portfolio accounting principles, and performance and attribution methodologiesSolid analytical ability to research and analyze complex data setsAbility to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organizationPassion 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 preferredCIPM/CFA or progress toward designation a plusSome working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plusExperience in team management and building high performing teams