Job Title: Senior Performance Analyst
Melbourne or Sydney Office
We are seeking a highly skilled and experienced Senior Performance Analyst to join our investment team.
This role is responsible for analyzing and reporting on the performance of our fixed interest, equities and multi-asset investments. The successful candidate will provide timely and accurate analysis, commentary and conclusions to support our front office investment management process.
Key Responsibilities:
* Coordinate the delivery of multi-currency performance analysis and attribution at security and portfolio levels, including market and competitor projects.
* Manage and review reporting, responding to queries relating to investment performance.
* Develop and deliver multi-currency, security and portfolio level attribution analysis and reporting, highlighting incremental return differences between the portfolio and benchmark, asset mix, portfolio characteristics, risk, impact of turnover, market value and market capitalization.
* Provide timely and accurate reporting, analysis, conclusions and commentary on investments.
* Foster collaboration and communication with Portfolio Managers, Client Managers, Client Services and external parties such as performance consultants and research houses.
* Contribute to process improvements in the Performance Analytics and Investment Control functions.
Desired Qualifications/Experience:
* Bachelor's degree in Commerce or a related field.
* Minimum 5 years' experience in performance analytics.
* Proven experience in managing key investment management operations, functions and processes.
* Strong knowledge of the Australian and International funds management industry, including industry issues, trends, investment products and processes.
* Excellent understanding of securities both domestically and internationally.
* Ability to work collaboratively across functional business teams to drive business improvement.