Investment Performance Specialist
7 days ago
About Anton Murray Consulting
We are pleased to work with a prominent Australian Superfund, investing across all major asset classes, to find an experienced Senior Performance Analyst.
Our client is seeking a talented individual to join their team as a Senior Performance Analyst, responsible for fixed interest, equities and multi-asset investment performance analysis, commentary and conclusion support to the front office investment management process.
Key Responsibilities:
- Coordinate delivery of multi-currency performance analysis and attribution at security and portfolio levels. Analysis will include attribution, market/competitor and quant projects.
- Coordinate and review reporting and respond to queries relating to 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.
- Contribute to the development of efficiency 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.
Requirements:
- Bachelor's degree in Commerce or a related field.
- 5+ years' performance analytics experience.
- 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.
The role can be performed in both our client's Melbourne and Sydney offices, with preference given to candidates based in Melbourne.
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