Performance Analyst

Tallentire O'Flynn Movsowitz; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

TOM Executive in Sydney is partnering with a leading global custodian to recruit a Performance Analyst on a 12-month contract. You will focus on portfolio analytics, attribution, and risk insights to support the front office and client reporting.

The role offers exposure to the investments team, data management, and ongoing system development, with a clear career path and strong salary package including bonuses.

Qualifications

• 2-5 years of experience in performance and attribution analysis for asset managers or securities services.
• Strong communication and teamwork skills with ability to prioritise competing demands.

Responsibilities

• Portfolio analytics and reporting to support client enquiries and RFPs.
• Develop and maintain quantitative systems for portfolio returns and attribution.
• Manage data quality and ETL workflows for marketing collateral and periodic reports.

Skills

Portfolio analytics

Performance attribution

Team collaboration

Tools

ETL tools

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.