Funds Performance Specialist

2 weeks ago

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

We are seeking a highly skilled Funds Performance Specialist to join our team at Anton Murray Consulting.

The successful candidate will be responsible for performing day-to-day oversight of performance, attribution, and risk-related reporting services delivered by offshore teams.

As a key member of our team, you will interact directly with clients to ensure a quality service delivery experience, responding to client queries, resolving issues, and participating in client service meetings and reviews.

The role will involve working on change management tasks for designated clients and participating in service review meetings, workshops, and system demonstrations.

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 their 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, and act as the link between the two.
  • 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.
  • Working to ensure operational risk is captured and addressed, securing functional capabilities.
Requirements
  • Tertiary qualification and industry-specific qualification such as CIPM, CFA, etc.
  • At least 2+ 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.
  • 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.

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