Senior Performance Analyst: Portfolio Analytics & FrontOffice

T+O+M Executive; Sydney; On-site; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Excellent salary package

Exceptional bonuses

Job summary

TOM Executive is partnering with a leading boutique fund manager to recruit a Senior Performance Analyst within their Funds teams in Sydney CBD. This permanent role offers exposure to the front office and to portfolio analytics and reporting.

You will work with the investment team on performance returns and attribution, risk metrics, exposures, and client reports, while contributing to data management and supporting pitchbooks and collateral.

Qualifications

• 5–10 years’ experience in performance and attribution analysis for asset managers, superfunds or securities services.

Responsibilities

• Portfolio analytics and reporting.
• Calculate portfolio performance returns and attribution, risk metrics, exposures and characteristics to support client enquiries, reports and prospective RFPs.
• Provide portfolio insights to the investment and distribution teams.
• Systems development and maintenance for quantitative tools.
• Data management including ETL workflows and data quality controls; marketing collateral management; support for pitchbooks and fact sheets.

Skills

Portfolio analytics

Performance attribution

Data management

ETL workflows

Portfolio reporting

Job description

TOM Executive is partnering with a leading boutique fund manager to recruit a Senior Performance Analyst within their Funds teams in Sydney CBD. This permanent role offers exposure to the front office and to portfolio analytics and reporting.

You will work with the investment team on performance returns and attribution, risk metrics, exposures, and client reports, while contributing to data management and supporting pitchbooks and collateral.