Investment Performance Specialist

1 week ago

Melbourne, Victoria, Australia Anton Murray Consulting Full time
Role Summary

We are seeking a highly skilled Investment Performance Analyst to join our Anton Murray Consulting team in Melbourne. As an Investment Performance Specialist, you will play a crucial role in delivering high-quality performance reporting services to our clients.

About the Role

The successful candidate will be responsible for performing day-to-day oversight of performance, attribution, and risk-related reporting services. You will interact directly with clients to ensure a quality service delivery experience by responding to client queries, resolving issues, and participating in client service meetings and reviews.

Key Responsibilities
  • 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 our 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.
  • 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.
  • Assist with 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.
Requirements

To be successful in this role, you will need:

  • Tertiary qualification and industry-specific qualification such as CIPM, CFA, etc.
  • At least 2+ years of experience in a performance analysis role, with a balance of experiences including:
    • 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 optimization) outside of the normal performance reporting production cycle.
  • Advanced understanding of core performance methodologies & attribution methodologies.
  • Advanced understanding of market data indices, characteristics, and classification schemes.
  • Practical understanding of ex-post risk statistics such as tracking error, Sharpe ratio, alpha, etc., and the ability to calculate from first principles.
  • Practical experience using performance systems plus sound knowledge of client delivery systems.
  • Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement.
  • Practical experience liaising with clients.
  • Strong Microsoft Excel skills.
What We Offer

As an Investment Performance Specialist at Anton Murray Consulting, you can expect:

  • A competitive salary range of $80,000 - $110,000 per annum, depending on experience.
  • Ongoing professional development opportunities.
  • A dynamic and supportive work environment.
  • The opportunity to work with a reputable and well-established company in the financial services industry.

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