Purpose of the function To be responsible for the production and validation of portfolio performance & risk measurement
Key accountabilities
- Have a good understanding of performance methodologies including the construction of composite performance across multiple portfolios
- Work with asset management teams to produce and publish composite performance and risk reports
- Build processes to improve data integrity for performance and risk reporting
- Work with Development team to enhance performance and risk reporting tools
- Assist with the production of performance fees and build a process around it
- Assist Investment Managers with performance and risk measurement queries
- Assist Middle Office with performance and risk measurement queries and processes.
Competencies/skills set
- Getting Things Done• Communication and Sharing Knowledge• Customer Service• Effectiveness and Adaptability• Team Working• LeadershipQualifications/experience required
- Experience of working in asset management / private wealth management middle or front office
- Minimum two years of experience in performance analysis• Able to digest large data sets and spot patterns/trends, analytical
Good Excel skills; VBA coding skills