Investment Performance Analyst
Melbourne, Contract or Temporary
About the Role
This is a key role within our client's Fund, responsible for delivering high-quality investment performance analysis and commentary to support front office investment management.
Main Responsibilities
* Coordinate multi-currency performance analysis and attribution at security and portfolio levels, including market and competitor projects.
* Coordinate and review reporting, responding to queries related to investment performance.
* Deliver multi-currency, security, and portfolio level attribution analysis and reporting, including detailed analysis of incremental return differences between portfolios and benchmarks.
* Provide timely and accurate reporting, analysis, conclusions, and commentary on investments.
* Liaise with Portfolio Managers, Client Managers, Client Services, and external parties such as performance consultants and research houses.
* Contribute to improving efficiency and processes within the Performance Analytics and Investment Control functions.
Requirements
* Bachelor's degree in Commerce or a related field.
* At least 5 years of performance analytics experience.
* Solid understanding of fixed interest and equities products and attribution.
* Good knowledge of the Australian and International funds management industry, including industry issues, trends, investment products, and processes.
* Ability to work across functional business teams to influence change strategies and drive implementation of business improvements.