Manager/ Assistant Manager - Investment Performance Reporting & Analytics

AIA Shared Services; Cyberjaya; On-site; MYR 70,000 - 90,000; Full time

Job summary

A financial services provider in Cyberjaya is seeking a Performance Reporting Analyst to manage Customized Performance Attribution and Risk reporting. The role requires in-depth knowledge of private asset performance measurement and the ability to collaborate across teams. Candidates must have 4-8 years of experience in investment performance reporting, proficiency in tools like Microsoft Power BI and advanced Excel skills. Additional certifications like CIPM or CFA are advantageous. This is an opportunity to contribute to impactful financial services and support client success.

Qualifications

• 4-8 years of experience in investment performance reporting.
• Proficiency in data model and process design required.
• CIPM & CFA certifications are an added advantage.

Responsibilities

• Produce Customized Performance Attribution & Risk reports for Private Assets Portfolios.
• Prepare Daily Performance Attribution Reporting for global clients.
• Identify and resolve anomalies in performance data.
• Provide business requirements to technical teams for reporting models.

Skills

Private Asset Performance Measurement

Attribution Reporting

Risk Reporting

Investment Management Projects

Microsoft Power BI

Advanced Excel

Financial Markets Knowledge

Data Modeling

Strong Presentation Skills

Verbal Communication

Written Communication

Education

Degree in Finance, Technical, Mathematical Field

Tools

Eagle IBOR

Aladdin

E-Front

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

• In charge of production/review of accurate Customized Performance Attribution & Risk reports for Private Assets Portfolios within specified timescales.
• To prepare Daily Performance Attribution Reporting of various funds and asset class for the global clients.
• Preparing Returns, Attribution / Contribution analysis, Risk characteristics report while crafting and maintaining ad-hoc customized reports.
• Identify, highlight and resolve the anomalies in Attribution, Risk and Performance numbers and provide the accurate justification.
• 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.
• Collaborate with other teams and team members working for the same projects and identify business operational areas of improvements and propose appropriate action plans, along with performance reporting.
• 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.
• Provide business requirement to technical team for building performance reporting data model.
• Identify the areas of automation and shall be able to develop data scripting to access database tools independently.

Job Requirements

• In-depth knowledge and understanding of Private Asset Performance Measurement & Attribution reporting and Risk reporting.
• Experience in Investment Management Projects skills and have 4-8 years of relevant exposure in investment performance reporting
• Proficiency in Eagle IBOR, Aladdin, E-Front, Microsoft Power BI and Microsoft Office applications particularly advanced Excel skills.
• Proven understanding and exposure to financial markets and various financial products (including performance analytics).
• Relevant working experience of data model and process design
• Strong presentation, verbal and written communication skills.
• A degree or equivalent experience in a Finance, Technical, Mathematical field
• Professional certifications in CIPM & CFA would be an added advantage
• Assistant Manager Role will also be considered for candidates with less relevant experience

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.