Senior Associate - Performance and Reporting Manager
- Employer
- Phoenix Global Search Pte Ltd, EA Licence No: 19S9751
- Location
- Abu Dhabi, United Arab Emirates
- Salary
- 240000-480000
- Closing date
- May 19, 2022
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Main Duties and Responsibilities
• Responsible for the timely production and reporting of investment performance analytics, attribution, portfolio exposure, and ex-post risk statistics.
• Develop, prepare and enhance of the performance measurement, analytics, attribution, benchmark and incentive target review, and contribution reporting for all investment departments, asset classes, and Total Fund.
• Lead the development of customized & asset class specific performance and reporting requirements of the investment departments and Strategy Unit.
• Support the team as the Total Fund Reporting subject matter expert on performance measurement and reporting for all asset classes while ensuring knowledge sharing, procedure writing and process improvements.
• Whenever relevant, ensure reporting and performance methodologies follow industry best practice and/or GIPS principles
• Diligently review various analysis, reports, and presentations.
• Proactively identify efficiencies and improvements to existing processes and procedures.
• Independently address issues arising from new systems or reporting implementations.
• Work with investment & support staff, service partners, and vendors to resolve issues and/or ensure reporting requirements are achieved
• Assist in the determination, implementation, sourcing and analysis of benchmarks
• Carry out other similar or related duties as assigned.
Education and Experience
Education
• Relevant university degree
• CFA designation OR
• CIPM or equivalent professional certificate (e.g FRM or CAIA) would be an asset
• VBA programming, relational databases, SQL and Python a strong plus
Experience
• A minimum of 5 years of relevant experience in Performance Measurement roles. Experience in Total Fund or Investment Strategy roles would also be considered.
• Experience with Asset Owners and/or large multi-asset class asset managers.
Technical Expertise / Skills / Knowledge
• Excellent Excel skills essential.
• Private & Real Estate investments reporting experience.
• Experience with externally built Performance Measurement Systems (ORTEC, SimCorp, FactSet, SS&C, Eagle,
• Responsible for the timely production and reporting of investment performance analytics, attribution, portfolio exposure, and ex-post risk statistics.
• Develop, prepare and enhance of the performance measurement, analytics, attribution, benchmark and incentive target review, and contribution reporting for all investment departments, asset classes, and Total Fund.
• Lead the development of customized & asset class specific performance and reporting requirements of the investment departments and Strategy Unit.
• Support the team as the Total Fund Reporting subject matter expert on performance measurement and reporting for all asset classes while ensuring knowledge sharing, procedure writing and process improvements.
• Whenever relevant, ensure reporting and performance methodologies follow industry best practice and/or GIPS principles
• Diligently review various analysis, reports, and presentations.
• Proactively identify efficiencies and improvements to existing processes and procedures.
• Independently address issues arising from new systems or reporting implementations.
• Work with investment & support staff, service partners, and vendors to resolve issues and/or ensure reporting requirements are achieved
• Assist in the determination, implementation, sourcing and analysis of benchmarks
• Carry out other similar or related duties as assigned.
Education and Experience
Education
• Relevant university degree
• CFA designation OR
• CIPM or equivalent professional certificate (e.g FRM or CAIA) would be an asset
• VBA programming, relational databases, SQL and Python a strong plus
Experience
• A minimum of 5 years of relevant experience in Performance Measurement roles. Experience in Total Fund or Investment Strategy roles would also be considered.
• Experience with Asset Owners and/or large multi-asset class asset managers.
Technical Expertise / Skills / Knowledge
• Excellent Excel skills essential.
• Private & Real Estate investments reporting experience.
• Experience with externally built Performance Measurement Systems (ORTEC, SimCorp, FactSet, SS&C, Eagle,
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert