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Senior Investment Analyst
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Investment Performance Analyst
2 months ago
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.
- 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.