Sydney
Asset Management
Contract or TemporaryOne of the most well respected and rapidly expanding Fund Managers is currently looking for an enthusiastic candidate to join their middle office performance team.
They specialize in providing investment solutions for institutional investors in all major asset classes, including cash, domestic and international fixed interest, currency, Australian and international equities, listed property and private equity.
With over $30 billion in funds under management and a wide global reach, this is an exciting opportunity to join its Sydney office.
Responsibilities:
- Co-ordinate delivery of multi-currency fixed interest performance analysis and attribution at security and portfolio levels. Analysis will include attribution, market / competitor and quant projects
- Co-ordinate delivery of internal and external reporting and respond to queries relating to fixed interest investment performance
- Deliver multi currency, security and portfolio level attribution analysis and reporting – including detailed analysis identifying incremental return differences between the portfolio and a benchmark, detailed information on asset mix, portfolio characteristics, risk, impact of turnover, market value and market capitalisation
- Timely and accurate reporting, analysis, conclusions and commentary on investments
- Liaise and interact with Portfolio Managers, Client Managers, Client Services and external parties such as performance consultants and research houses to provide high quality solutions to clients
- Contribute to the development of efficiencies and improvements to the Performance Analytics and Investment Control functions, processes and procedures.
- Work closely with team members across the Performance Analytics and Investment Control functions to ensure optimum output.
- Provide support in establishing and fostering a culture of team spirit, co-operation and continuous self development. Assist in the development and ongoing training of team members in fixed interest performance analytics
Requirements:
- Motivated and proven professional with a degree in commerce, business or finance
- You will have 4-5 years of experience in the wealth management industry, with at least 2-3 years Performance Analytics experience
- Solid understanding of fixed interest products and fixed interest attribution.
- Specific experience in calculating multi-currency security level fixed interest attribution and leading practice methodologies and techniques used in such analysis.
- Experience in management of key investment management operations, functions and processes.
- Good knowledge of the Australian & International funds management industry, including industry issues, trends, investment products and processes.
- Good knowledge of securities both domestically and internationally.
- Ability to work across functional business teams to influence change strategies and drive implementation of business improvements.