Performance Analyst

Typical Responsibilities:

• Client relationship and servicing for analytics related solutions
• Client engagement with product solutions and analytics thought leadership
• Provide in-depth value add investment analysis and technical support to clients
• Lead virtual teams through client onboarding and project initiatives
• Understand client reporting needs and make recommendations on best use of technology
• Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables
  

Typical Experience/Skill

• Client relationship and servicing for analytics related solutions
• Client engagement with product solutions and analytics thought leadership
• Provide in-depth value add investment analysis and technical support to clients
• Lead virtual teams through client onboarding and project initiatives
• Understand client reporting needs and make recommendations on best use of technology
• Manage document maintenance on scope of service, procedures, risk assessments, contacts and deliverables

Usual Education requirements:

• University degree qualification (post graduate degree and/or a CFA®, CIPM® or CAIA® an advantage)
• Around 5 years’ industry experience, preferably in investment performance and analytics that includes:
• Interpreting and articulating investment performance, attribution and ex-post risk results for a diverse range of portfolios to clients
• Understanding of investment data requirements to produce analytics accurate results
• Understanding of mandate investment compliance.
• Understanding of performance and attribution product trends, including models and GIP