Senior Performance Analyst

Written by Anton Murray Consulting Consulting on .

Apply for this Job →

Location: Sydney

Salary description: market rate depending on experience (100-150k)

  • $100-150k AUD Equivalent
  • Permanent
  • No experience years of experience

The Senior Performance Analyst role performs day to day oversight of performance, attribution and risk related reporting services delivered and may assist the Team Leader in supervision of activities of new or junior analysts.

The Senior Analyst interacts directly with clients to ensure a quality service delivery experience, by responding to client queries, resolving issues and participating in client service reviews.

Post production the Senior Analyst will work on service optimisation and change management tasks for designated clients and participate in service review meetings, workshops and system demonstrations


  • Participate in and support the delivery of performance, risk  and attribution reporting services
  • Take supervisory and oversight responsibilities for core performance production activity based in their global operations hub
  • Act as a lead contact and escalation point in the event of urgent or unresolved performance or reporting queries received from the operations hub or the client, and act as the link between the two.
  • Ensure the quality and accuracy produced by our operations hubs for the activity assigned to you for oversight
  • Meet with clients as required to ensure the service delivery is of a high standard, maintaining a strong focus on timeliness and accuracy as measured by service KPIs
  • Work on client change control aimed at developing, extending, or improving the existing service received by the client
  • Work on new activity set up and onboarding activities
  • Define business specification documents, create test & implementation plans, support and maintain project governance documents
  • Seek to optimise end to end production under your oversight, working transversally across the business as required

Technical skills and experience

  • At least 5 years plus experience in a performance analysis role. Within this the following balance of experiences would be ideal: –
    • 3 years plus experience working within performance measurement and attribution calculation and reporting function, within an asset management, asset owner or  securities services position
    • Ideally 2 years plus working on performance related project work (e.g. system implementation or process optimisation) outside of the normal performance reporting production cycle
  • Advanced understanding of core performance methodologies (e.g. daily time weighted returns, modified dietz, IRR, unit price) & attribution methodologies (e.g. Brinson,  arithmetic v geometric , and Fixed Income models)
  • Advanced understanding of market data indices (S&P/ASX, MSCI, etc), characteristics (dividend yield, PE ratio, duration, etc), and classification schemes (GICS, BICS, etc.)
  • Practical understanding of ex-post risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Ability to be able to calculate from first principles
  • Practical experience using the IRP performance systems plus sound knowledge of client delivery systems (DNA)
  • Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement
  • Practical experience liaising with clients (discussing performance and attribution issues, participating in client meetings, taking minutes, giving demonstrations)
  • Strong Microsoft excel skills

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

Newsletter Archives