Our client is seeking experienced performance analysts to join their team in Melbourne.
The team sits within investment operations. The team’s mission is to provide investment analytics services to internal and external clients across a range of products. They are a specialised analytical and client service focused team.
The team is responsible for:
- Calculating investment performance and identifying sources of performance for internal and external clients
- Conducting analysis of investment portfolios to determine adherence to mandates.
Their primary focus is on:
- Calculating 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 and attribution analysis.
- Providing compliance / investment monitoring reports on a regular basis, ensuring investment managers adhere to their mandates and all mandate breaches are detected and acted upon.
- Developing and maintaining relationships with clients to ensure provision of high level of service;
Ideal applicants will have over 2 years’ in Performance Analysis.