Performance Analyst

T+O+M Executive; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

TOM Executive is partnering with a leading global custodian to recruit a Performance Analyst for their Funds teams in Sydney. The 12 month contract is based in Sydney CBD with exposure to the front office and a market-leading salary package plus exceptional bonuses.

The role focuses on portfolio analytics and reporting, system development, and data management across portfolio returns, attribution and risk metrics.

Qualifications

• 2–5 years experience in performance/attribution analysis in asset management
• Strong communication skills and ability to prioritise competing demands
• Team oriented with ability to work in a fast-paced environment

Responsibilities

• Portfolio analytics and reporting: calculate performance returns, attribution, risk metrics, exposures and support client enquiries and RFPs.
• Systems development and maintenance: contribute to evolution of proprietary quantitative systems for portfolio returns and attribution.
• Data management: implement ETL workflows and data quality controls; support data for pitchbooks, fact sheets and reports.

Skills

Portfolio analytics

Data analysis

Communication

Teamwork

Tools

ETL workflows

Job description

We here at TOM Executive have partnered with a leading and rapidly expanding, global custodian to recruit a Performance Analyst role within their Funds teams. This is an excellent opportunity for a career focused individual keen to learn the investment management process and gain exposure to the front office

12 month contract role role based in Sydney CBD

Utilise the latest technology and have a clear career path

Great exposure to the investments team

Excellent salary package + exceptional bonuses

This diverse and technical position will encompass:

Portfolio analytics and reporting

• Calculate portfolio performance returns and attribution, risk metrics, exposures and characteristics to support client enquiries, reports and prospective RFP's
• Provide portfolio insights to the investment and distribution teams

Systems development and maintenance

• Contribute to the evolution and availability of proprietary quantitative systems covering portfolio returns, attribution, exposure and characteristics

Data management

• Understanding of and ability to implement ETL workflows and data quality controls
• Marketing collateral management
• Assist with providing data for pitchbooks, fact sheets and periodic reports

Your Background

The ideal candidate will have at least 2 - 5 years' experience within performance and attribution analysis working for an asset manager, superfund or securities services. You must be able to work well in a team, have excellent communication skills and be able to prioritize competing demands.