Senior Performance Analyst

First Sentier Group; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

First Sentier Group is seeking a Senior Performance Analyst to support performance measurement, attribution and portfolio analytics across our investment strategies globally. You will provide analytical support to investment teams, client reporting and senior management through accurate performance analysis.

The role contributes to enhancing performance systems, data quality and reporting capabilities, while upholding First Sentier Group's reputation for excellence in investment reporting and

Qualifications

• Experience in performance measurement and attribution for multi-asset products.
• Proficiency with performance platforms (FactSet, Eagle, Barra, Aladdin).
• Advanced Excel and SQL or Power BI skills.
• Degree in finance, economics, mathematics, statistics or related field.

Responsibilities

• Produce and validate performance, contribution and attribution analysis, investigating discrepancies and explaining drivers.
• Deliver portfolio and risk analytics, including holdings characteristics, factor exposures, concentration and style measures.
• Support Investment, Client Reporting, Distribution and Product teams with performance insights.
• Maintain accurate performance, benchmark and holdings data, supporting GIPS composites and reporting.
• Improve tools, reporting processes and controls through automation and system enhancements.
• Engage senior portfolio managers and investment leads on performance data and methodologies.

Skills

Performance analysis

Attribution

Stakeholder communication

Data quality focus

Analytical reasoning

Education

Bachelor's degree in finance, economics, mathematics or related

Tools

FactSet

Eagle

Barra

Aladdin

Power BI

SQL

Excel

Job description

The Senior Performance Analyst is responsible for supporting the delivery of performance measurement, attribution, contribution analysis and portfolio analytics across First Sentier Groups investment strategies and pooled funds globally. The role provides analytical support to investment teams, distribution, client reporting and senior management through the production of accurate, timely and insightful performance and portfolio analysis.

The position contributes to the ongoing enhancement of performance systems, data quality, operational controls and reporting capabilities while helping to maintain First Sentier Groups reputation for excellence in investment reporting and analytics.

• Produce and validate performance, contribution and attribution analysis, investigating discrepancies and explaining key drivers of returns.
• Deliver portfolio and risk analytics, including holdings characteristics, factor exposures, concentration and style measures.
• Support Investment, Client Reporting, Distribution and Product teams with performance insights and respond to client, consultant, RFP and DDQ requests.
• Maintain accurate performance, benchmark and holdings data, supporting GIPS composites and reporting requirements.
• Improve analytical tools, reporting processes and controls through automation, system enhancements and change initiatives.
• Engage senior portfolio managers and investment leads on performance data, reporting and methodology, leading stakeholder meetings

Your skills and experience

• Direct experience in performance measurement and attribution, with a strong understanding of methodologies for multi-asset products and pooled funds.
• Experience using performance or analytical platforms such as FactSet, Eagle, Barra or Aladdin.
• Advanced Excel skills and practical experience with SQL or Power BI.
• Strong analytical skills, attention to data quality and the ability to explain complex results clearly to different audiences.
• Strong stakeholder communication skills and the confidence to lead discussions with senior portfolio managers and investment leads.
• A relevant degree in finance, economics, mathematics, statistics, actuarial studies, engineering or a related discipline.
• Knowledge of GIPS and progress towards a CFA, CIPM or relevant postgraduate qualification would be well regarded.

About us

First Sentier Group is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners and RQI Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.

Our commitment to Diversity, Equity & Inclusion (DE&I)

We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.