Performance Officer - 12 months Contract

This role is required to cover these functions:

Performance Analytics

The analyst will be responsible for the production, verification and communication of all performance activities based upon client requirements as well as producing other periodic client reports. They will also be responsible for understanding and ensuring the accuracy of the data.

The analyst will work closely with our clients, Client Executives, Product Managers and offshore operation team to ensure timely and accurate performance and risk reporting.

Key responsibilities include:

•Produce, review and validate performance reports

•Lead or participate in department projects and ensure their completion

•Assist in new client onboarding and implementations

•Review, update and implement new processes and procedures where needed to enhance operational controls

•Assist Product Area with client presentations to current or prospective clients

•Perform quality control review on team members' work

•Support testing of new features/functionality for new platforms

•Responsible for interfacing with index vendors and follow up with business support team in system setup

•Provide feedback on vendor system quality/functionality

•Assist in the training of new staff and help Manager determine training schedule based upon current production needs

•Attend to Client queries

•Other duties as assigned by Manager

Competencies/Skills:

•Computer literate with excellent MS Office skills

•Advanced Microsoft Excel skills (example: macro, filtering, pivot tables, etc.)

•Working knowledge of StatPro/FactSet

•Strong analysis and problem solving skills

•Sound knowledge of performance, attribution methods and risk measurement

•Sound knowledge of ex-ante and ex-post risk reporting highly valued

•Working knowledge of the Global Investment Performance Standards (GIPS)

•Knowledge of the end-to-end view of the overall performance reporting process

•Excellent interpersonal and communication skills

•Ability to multi-task and work well under pressure

•Outstanding organizational skills and attention to detail

•Advanced knowledge of all asset classes

•Working knowledge of accounting systems

Qualifications:

•Bachelor's degree in a Business related field

•5+ years of performance analysis experience in financial services

•CFA and CIPM (optional)

Job Family Group:
Operations - Transaction Services

Job Family:
Fund Accounting

Time Type:
Full time

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