
Supervisor - Performance Analytics
2 days ago
Melbourne- Asset Management- PermanentThe Performance team is a specialised analytical and client services focused team that sits within Investment operations. The team’s mission is to provide investment analytics services to internal and external clients.
The three key services areas are:
- Calculate investment performance and identify sources of performance for internal and external clients
- Conduct analysis of investment portfolios to determine adherence to mandates
- Provide analytical support to unit pricing functions
Responsible for supporting the Head of Performance and Compliance with the oversight of the day-to-day workflow of their team, the Supervisor assists in developing the Junior and Senior Analysts to enable the achievement of team goals.
The Supervisor’s primary focus is on:
- BAU workflow organisation
- BAU oversight / checking / audit
- BAU delivery
- Escalation point for queries and non standard report requests
- Providing product knowledge support to more junior staff and the wider business
- Subject Matter Expert for transitions and projects
- Staff cross-training and coverage
- Mentoring, coaching, 1-to-1, objective setting and PMA review
- Proactive development of productive relationships within team and with clients
The Team Leader is responsible for ensuring accuracy and quality in the performance of their team.
Number of staff supervised: maximum 4/5
**Responsibilities**:
- Service delivery
- Calculate investment performance data for clients in accordance with the industry standards, as well as client service level agreement (SLA) requirements. This includes core performance measurement, after-tax performance, risk analysis and attribution analysis
- Provide compliance / investment monitoring reports on a regular basis, ensuring investment managers adhere to their mandates and all mandate breaches are detected and acted upon
- Develop and maintain relationships with clients to ensure provision of high level of service
- Manage team of Performance and Compliance Analysts
- Monitor team and individual performance and provide performance management, mentoring and feedback to appropriate staff in general
- Investigate, document, report and resolve issues and recommend corrective action where appropriate
- Risk and compliance
- Ensure Cross training and get exposed to all the areas of the team
- Ensure Compliance of all processes with internal policies and procedures
- Perform other tasks as requested
**Experience**:
- Strong understanding of financial markets and investment management processes, including back office functions.
- Performance measurement experience (5+ years) from either a custody or funds management background
- Strong Microsoft Excel skills, especially macros (VBA)
- Knowledge of the relevant industry standards (AIPS, GIPS )
- Prior team leading experience
-
Consultant, Performance Analytics
2 weeks ago
Melbourne, Victoria, Australia Mastercard Full time $104,000 - $130,878 per yearOur PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...
-
Consultant, Performance Analytics
2 weeks ago
Melbourne, Victoria, Australia Mastercard Full time $120,000 - $150,000 per yearOur PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...
-
Analyst, Performance
2 weeks ago
Melbourne, Australia IFM Investors Full timeAnalyst, Performance & Risk Analytics **About us** **Business Overview** Our Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks. The team consists of several areas of specialisation including: - Transaction Management & Support - Investment Operations &...
-
Snr Analyst
1 week ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Funds Management- Contract or TemporaryOur client is a leading Fund which invests directly and indirectly in all major asset classes, including cash, domestic and international fixed interest, currency, Australian and international equities, listed property and private equity. This role is responsible for fixed interest, equities and multi-asset...
-
Financial Performance and Analytics Manager
2 weeks ago
Melbourne, Victoria, Australia Belgravia Health & Leisure Group Full time $104,000 - $130,878 per yearAbout the jobBayswater - VICDynamic Sports, Leisure, Health and Wellness IndustryCompetitive Salary + great benefitsGreat culture, hybrid role with career pathwaysOur CompanyBelgravia is the fastest growing, sports and leisure, health and wellness organisation in Australia. Comprised of multiple businesses, our core areas of business include health clubs,...
-
Melbourne, Victoria, Australia Mastercard Full time $120,000 - $180,000 per yearOur PurposeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships...
-
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- PermanentThe Performance team sits within Investment Operations. The team’s mission is to provide investment analytics services to internal and external clients. The three key services areas are: - Calculate investment performance and identify sources of performance for internal and external clients - Conduct analysis of...
-
Manager, Performance Analytics
2 weeks ago
Melbourne City Centre, Australia Museums Victoria Full time**Manager Performance Analytics (Ticketed Admissions)** Australia's largest public museum organisation is seeking a Manager Performance Analytics at Museums Victoria. **ABOUT MUSEUMS VICTORIA**: Museums Victoria cares for the State scientific and cultural collections, providing visitor access, activities and events at five distinct venues: Melbourne Museum,...
-
Analytics Lead
5 days ago
Melbourne, Australia Latitude IT Full timeAPAC market-leading client - Join an elite team of the top 10% of Australian analytics - Market leading remuneration, learning & development, workplace flexibility and c My APAC client is seeking a talented and communicative analytics lead to join an elite team of Australia's finest analytics talent. The analytics lead will work with data scientists &...
-
Senior Analytics
2 days ago
Melbourne, Victoria, Australia Service Stream Full time $90,000 - $120,000 per yearPrimary LocationVIC - Melbourne - 655 Collins St Job Description SummaryLooking for a senior Analytics and Insights Analyst to join our corporate division About the RoleWe are looking for a Senior Analytics and Insights Analyst to uplift the enterprise data and analytics capability.The position will report to the Analytics Lead and be part of the...