Funds Performance & Attribution Analyst - 12 month contract

Anton Murray Consulting; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Anton Murray Consulting is seeking a Funds Performance & Attribution Analyst for a 12-month contract in Sydney. The role focuses on investment analytics services for internal and external clients across a range of products.

Ideal candidates will have 2+ years in funds performance analysis, with a strong focus on performance measurement, attribution, and client reporting. Applicants must have full working rights in Australia for this fixed-term position.

Qualifications

• 2+ years in a funds performance analysis role.

Responsibilities

• Calculating investment performance and identifying sources of performance for clients.
• Analyzing portfolios to determine adherence to mandates.
• Measuring performance data per industry standards and SLA requirements.
• Providing compliance/investment monitoring reports on a regular basis.
• Developing and maintaining relationships with clients to ensure high level of service.

Job description

Funds Performance & Attribution Analyst - 12 month contract

Our client is seekingexperienced performance analystto join their team within Investment operations.

The team’s mission is to provide investment analytics services to internal and external clients across a range of products. They are a specialised analytical and client service focused team.

The team is responsible for:

• Calculating investment performance and identifying sources of performance for internal and external clients


• Conducting analysis of investment portfolios to determine adherence to mandates.

Their primary focus is on:

• Calculating 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 and attribution analysis.


• Providing compliance / investment monitoring reports on a regular basis, ensuring investment managers adhere to their mandates and all mandate breaches are detected and acted upon.


• Developing and maintaining relationships with clients to ensure provision of high level of service;

Ideal applicants will have over 2 + years in a similar funds Performance analysis role.

Please note that our client is exclusively considering candidates with full and unrestricted working rights. As such, this role is not applicable to those on Working Holiday Visas or student visas.