Performance Analyst
Role Overview
The Performance Analyst supports initiatives focused on investment performance measurement and analysis.
The role collects, communicates, measures, and analyses performance information for clients, marketing materials, investment professionals, and management.
The position is part of the Mutual Fund Operations job family.
Key Skills for This Role
Full Job Posting
Job description
The Performance Analyst supports initiatives focused on investment performance measurement and analysis.
The role collects, communicates, measures, and analyses performance information for clients, marketing materials, investment professionals, and management.
The position is part of the Mutual Fund Operations job family.
How you will spend your time
- Collect and update portfolio and benchmark performance data.
- Reconcile and analyse returns generated by the performance system to identify and resolve issues.
- Produce, develop, validate, and distribute performance measurement and attribution reports.
- Prepare daily, weekly, and monthly standard and ad hoc reports.
- Interpret and communicate performance-related questions from internal and external stakeholders.
- Participate in departmental projects, including report automation and other team or self-directed initiatives.
To be successful
- Education in Business, Finance, Accounting, or an equivalent subject.
- Experience in investment management or financial services.
- Strong numerical, communication, critical-thinking, problem-solving, and organisational skills.
- Ability to work independently, contribute as a team player, and meet deadlines.
- Proficiency with Microsoft Office tools, including Excel and Access.
Preferred experience
- Familiarity with investment and performance measurement concepts.
- Experience in performance measurement and analytics.
- Experience with data and report automation.
- Experience with performance systems such as FactSet and Aladdin.
In-office collaboration
- Employees work in the office at least four days per week, with flexibility to work from home one day per week.
- Some roles may require additional office time or different in-office expectations.
Employment details
- The role is full-time.
- The worker sub type is permanent.
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