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Investment Performance Analyst

2 months ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time
About the Role

We are seeking a highly skilled Investment Performance Analyst to join our team at Anton Murray Consulting. As a key member of our Asset Management team, you will be responsible for delivering high-quality performance analysis and reporting services to our clients.

Key Responsibilities
  • Performance Analysis: Participate in and support the delivery of performance, risk, and attribution reporting services.
  • Supervisory Responsibilities: Take supervisory and oversight responsibilities for core performance production activity based in our global operations hub.
  • Client Liaison: 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.
  • Service Delivery: 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.
  • Change Management: Assist with client change control aimed at developing, extending, or improving the existing service received by the client.
  • New Activity Setup: Work on new activity set up and onboarding activities.
  • Business Development: Define business specification documents, create test & implementation plans, support and maintain project governance documents.
  • Operational Risk Management: Seek to optimise end-to-end production under your oversight, working transversally across the business as required.
Requirements
  • Tertiary Qualification: Tertiary qualification and industry-specific qualification such as CIPM, CFA, etc.
  • Experience: At least 2+ years experience in a performance analysis role. Within this, the following balance of experiences would be ideal:
    • Performance Measurement: Experience working within performance measurement and attribution calculation and reporting function, within an asset management, asset owner, or securities services position.
    • Project Work: Experience working on performance-related project work (e.g. system implementation or process optimisation) outside of the normal performance reporting production cycle.
  • Technical Skills: Advanced understanding of core performance methodologies & attribution methodologies.
  • Market Data: Advanced understanding of market data indices, characteristics, and classification schemes.
  • Ex-Post Risk Statistics: Practical understanding of ex-post risk statistics such as tracking error, sharpe ratio, alpha, etc and the ability to calculate from first principles.
  • Performance Systems: Practical experience using performance systems plus sound knowledge of client delivery systems.
  • Instrument Types: Practical understanding of multiple instrument types, including derivatives and how they should be treated within performance measurement.
  • Client Liaison: Practical experience liaising with clients.
  • Microsoft Excel: Strong Microsoft Excel skills.