Melbourne or Sydney
Asset Management Permanent Position
About the Role
We are seeking a Funds Performance Analyst to join our custodian team in either Melbourne or Sydney. The Performance Analyst will oversee daily performance, attribution, and risk-related reporting services delivered by offshore teams.
The Analyst will interact directly with clients to ensure high-quality service delivery, responding to queries, resolving issues, and participating in client meetings and reviews.
Responsibilities:
* Support the delivery of performance, risk, and attribution reporting services.
* Take supervisory responsibilities for core performance production activity based in our global operations hub.
* Act as a lead contact and escalation point for urgent or unresolved performance queries received from the operations hub or client.
* Meet with clients to ensure timely and accurate service delivery, maintaining a strong focus on KPIs.
* Assist with client change control aimed at developing or improving the existing service.
* Work on new activity setup and onboarding activities.
* Define business specification documents, create test plans, support project governance documents.
* Optimize end-to-end production, working transversally across the business as required.
Requirements
* Tertiary qualification and industry-specific certification (e.g., CIPM, CFA).
* At least 2-3 years' experience in a performance analysis role, ideally with a balance of:
o Experience in performance measurement and attribution calculation/reporting within asset management/securities services.
o Project work outside of normal performance reporting production cycle.
* Advanced understanding of core performance methodologies/attribution methodologies.
* Practical understanding of market data indices/characteristics/classification schemes.
* Practical experience using performance systems/sound knowledge of client delivery systems.
* Strong Microsoft Excel skills.