Ancillary Areas

The Performance team sits within Investment operations. The team’s mission is to provide investment analytics services to internal and external clients.

The three key services areas are:

  • Calculate investment performance and identify sources of performance for internal and external clients
  • Conduct analysis of investment portfolios to determine adherence to mandates
  • Provide analytical support to unit pricing functions

They are a specialised analytical and client services focused team.

The Performance Team Leader is an important role. Responsible for supporting the Head of Performance and Compliance with the oversight of the day-to-day workflow of their team, they assist in developing the Senior Analysts and Analysts to enable the achievement of team goals.

Their primary focus is on:

  • BAU workflow organisation
  • BAU oversight / checking / audit
  • BAU delivery
  • Escalation point for queries and non standard report requests
  • Providing product knowledge support to more junior staff and the wider business
  • Subject Matter Expert for transitions and projects
  • Staff cross-training and coverage
  • Mentoring, coaching, 1-to-1, objective setting and PMA review
  • Proactive development of productive relationships within team and with clients.

The Team Leader is responsible for ensuring accuracy and quality in the performance of their team.

Number of staff supervised: maximum 4/5


  • Service delivery
  • Calculate investment performance data for clients in accordance with the industry standards, as well as client service level agreement (SLA) requirements. This includes core performance measurement, after-tax performance, risk analysis and attribution analysis.
  • Provide compliance / investment monitoring reports on a regular basis, ensuring investment managers adhere to their mandates and all mandate breaches are detected and acted upon.
  • Develop and maintain relationships with clients to ensure provision of high level of service;
  • Manage team of Performance and Compliance Analysts
  • Monitor team and individual performance and provide performance management, mentoring and feedback to appropriate staff in general
  • Investigate, document, report and resolve issues and recommend corrective action where appropriate;
  • Risk and compliance
  • Ensure Cross training and get exposed to all the areas of the team;
  • Ensure Compliance of all processes with internal policies and procedures;
  • Perform other tasks as requested


  • Strong understanding of financial markets and investment management processes, including back office functions.
  • Performance measurement experience (5+ years) from either a custody or funds management background
  • Strong Microsoft Excel skills, especially macros (VBA)
  • Knowledge of the relevant industry standards (AIPS, GIPS )
  • Prior team leading experience

Applicants must be eligible to work in Australia

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