Lead Specialist - Investment Performance Reporting & Analytics

AIA Shared Services; Cyberjaya; On-site; MYR 70,000 - 100,000; Full time

Job summary

A leading financial services provider in Cyberjaya is seeking an experienced professional to enhance investment performance reporting. The role requires expertise in multi-asset classes and strong analytical capabilities. Ideal candidates should have a degree in finance or a related field, proficiency in VBA Macros and SQL, and be adept in communication. This position offers a chance to contribute to meaningful projects while supporting clients with their investment needs.

Qualifications

• In-depth knowledge of equity and multi-asset class portfolio performance measurement.
• Proficiency in Bloomberg PORT and Eagle IBOR.
• Strong communication and presentation skills.

Responsibilities

• Develop and facilitate processes for information exchange.
• Produce and review performance attribution and risk reports.
• Coordinate with colleagues and clients on data quality issues.

Skills

Investment performance analytics

Data analysis

Communication

VBA Macros

SQL

Education

Degree in Finance, Technical, or Mathematical discipline

Tools

Bloomberg PORT

Eagle IBOR

Microsoft Excel

Job description

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us. We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About The Role

Responsible for developing and facilitating relevant processes to ensure efficient information exchange and close integration and collaboration of various investment-related parties.

• Responsible for production/review of accurate Customized Performance Attribution & Risk reports for EQ, FI, Balanced and multi-currency (Institutional) Portfolios within specified timescales.
• Responsible for Daily Performance Attribution Reporting of various funds and asset class for the global clients.
• Preparing Returns, Attribution / Contribution analysis, Risk characteristics report of multi asset (Equity, Fixed Income, Alternative) multi manager funds while creating and maintaining ad-hoc customized reports.
• Identify, highlight and rectify the anomalies in Attribution, Risk and Performance numbers and provide the proper justification. Experienced in Pos and Transactions Reconciliations.
• Communication with other business areas necessary to improve accuracy and reliability of performance reporting. Returns reconciliation for EQ, FI and custom BM/index on daily/monthly Basis.
• Proactive research and provide insight on investment performance, deviations from benchmark; asset allocation targets and portfolio movements to clients.
• Coordinate with data providers, colleagues and clients on issues relating to the quality and timeliness of data and the content of the reports.
• Work with other teams and team members working for the same projects and identify business operational areas of improvements and propose appropriate action plans.
• Following up with Business Analysts for planning a process of new data acquisitions, providing the desired Performance Reporting solutions.
• Ensuring documentation of policies, procedures and work processes and ensuring compliance with set procedures, any other assignments given by the management from time to time.
• Identify the areas of automation and shall be able to develop the VBA macros, Access DB tools independently.

Job Requirements

• In-depth knowledge and understanding of equity, financial instruments and multi asset class portfolio Performance Measurement & Attribution reporting and Risk reporting.
• Experience in Investment Management Projects skills would be an added advantage.
• Proficiency in Bloomberg PORT, Eagle IBOR, MSTR and Microsoft Office applications particularly advanced Excel skills.
• Strong knowledge and exposure to financial markets and various financial products (including performance analytics).
• Intermediate working experience of databases, systems design and proficiency in using VBA Macros, SQL for managing large volumes of data & Performance Reports.
• Strong presentation, verbal and written communication skills.
• Degree or equivalent in a Finance, Technical, Mathematical Discipline (CIPM/CFA would be an added advantage).

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.