Analyst, Investment Analytics and Data Services

1 week ago

Sydney, New South Wales, Australia BNP Paribas Full time
Overall Job Purpose

The Performance Analyst role sits within the IRP Service Delivery team.

The role performs day to day oversight of performance, attribution and risk related reporting services delivered by the offshore hub location in Chennai.


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


Outside production periods, the Performance Analyst will work on change management tasks (analysis, prioritization, UAT, etc.) for designated clients and/or initiatives, participate in service review meetings, workshops and system demonstrations.

Areas of responsibilities

Service Delivery

  • Participate in and support the delivery of performance, risk and attribution reporting services to BNP Paribas Australian clients.
  • Oversight responsibilities for core performance production activity based in our global operations hub in Chennai.
  • Act as a contact point in the event of urgent or unresolved performance or reporting queries received from the hub location 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 and MI
Projects & Change

  • Assist with client change control aimed at developing, extending, or improving the existing service received by the client
  • Assist with new activity set up and onboarding activities
  • Assist with business requirements documents, UAT & implementation plans, support and maintain project governance documents
  • Assist in the optimisation of end production under your oversight, working transversally across the business as required.
Contributive responsibilities (how the role contributes to the success of business line / function)

  • Working to deliver service to our clients accurately and on time, thus reinforcing and building client relationship, leading to new business opportunities
  • Working to ensure operational risk is captured and addressed, securing our functional capabilities
Essential Skills / Competencies

Technical skills and experience

Required:

  • At least 23 years of experience in a performance analysis role.
Within this the following balance of experiences would be ideal:

- experience working within performance measurement and attribution calculation and reporting function, within an asset management, asset owner or securities services position
- experience working on performance related project work (e.g. system implementation or process optimisation) outside of the normal performance reporting production cycle

  • Practical experience liaising with clients (discussing performance and attribution issues, participating in client meetings, taking minutes, giving demonstrations)
  • Practical 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)
  • Practical understanding on market data indices (S&P/ASX, MSCI, etc), characteristics (dividend yield, PE ratio, duration, etc), and classification schemes (GICS, BICS, etc.)
  • Practical understanding of expost risk statistics such as tracking error, sharpe ratio, alpha, beta, volatility etc. Ability to be able to calculate from first principles
  • Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement
  • Strong Microsoft excel skills

Desirable:

  • Practical experience of calculating composite benchmarks, hedge benchmarks, drifting and rebasing weights
  • Excel VBA skills and or Access database experience
  • Essential: Excel, Powerpoint, Word
Project Management / Business Analyst skills

  • Practical experience on boarding new activity into a production process
  • Practical experience writing business requirements documents, test plans, implementation plans and governance documents
  • Strong deadline orientated approach to project delivery
  • Sound written and verbal communication skills
  • High quality UAT testing and support

Qualifications:

  • Tertiary qualification and industry specific qualification such as CIPM, CFA, etc.
Competencies

  • Attention to detail ensure accuracy and quality in work
  • Accountability takes personal responsibility, delivers against personal and team goals
  • Flexibility positive and flexible approach to identify preferred solutions to issues and problems
  • Results focused understand the strategic objectives of the business as well as the team; work to ensure their achievement with a quality focus.
  • Client focus delivers consistently a high standard of client service, aiming to achieve all client deliverables within KP

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