Investment Performance Auditor

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $140,000
Job Description

Auditor of Investment Performance Metrics

We seek a highly skilled Performance Analyst to join our Investment Performance Analysis & Attribution (PA&A) team. In this role, you will deliver accurate, insightful performance analysis to support our Investment Management Group.

Key responsibilities include resolving complex performance challenges, improving attribution models, and fostering continuous process improvements.

You will also mentor fellow analysts, promoting a culture of excellence and collaboration. As a key member of our team, you will contribute to the development of our investment process, driving growth and innovation.

Responsibilities:

  • Mentor and develop other Performance Analysts in measuring, analyzing, and interpreting the performance of our Funds, ETFs, and SMAs.
  • Deliver and oversee accurate performance analysis, reports, and technical requests.
  • Research and resolve complex performance issues.
  • Lead solutions for complex performance and attribution modeling and process improvements.
  • Provide insightful analysis and commentary to support Product Management and Distribution.
  • Collaborate with Risk Management and Fund Financial Services to ensure efficient performance & attribution processes.
  • Offer Investment Performance expertise in projects, presentations, and client meetings.
  • Review and update calculation methodologies as needed.
  • Participate in special projects and perform other duties as assigned.

Requirements

  • Experience in a Financial Services role.
  • Undergraduate degree or equivalent experience; Accounting or Finance degree preferred.
  • Preferred: CIPM or CFA qualifications.

Why Join Our Team?

We value diversity and inclusion, guiding every decision with integrity. We strive to build diverse, inclusive teams that reflect our clients, empowering our crew to contribute their unique strengths.

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