Senior Performance Analyst - Asset Owner

Our client is a prominent Australian Superfund, investing across all major asset classes, seeking a Senior Performance Analyst to join their team.

This role is responsible for fixed interest, equities and multi-asset investment performance analysis, commentary and conclusion support to the front office investment management process.

Key Responsibilities:

• Co-ordinate delivery of multi-currency performance analysis and attribution at security and portfolio levels. Analysis will include attribution, market / competitor and quant projects.
• Co-ordinate and review reporting and respond to queries relating to investment performance.
• Deliver multi currency, security and portfolio level attribution analysis and reporting – including detailed analysis identifying incremental return differences between the portfolio and a benchmark, detailed information on asset mix, portfolio characteristics, risk, impact of turnover, market value and market capitalisation.
• Timely and accurate reporting, analysis, conclusions and commentary on investments.
• Liaise and interact with Portfolio Managers, Client Managers, Client Services and external parties such as performance consultants and research houses.
• Contribute to the development of efficiency and improvements to the Performance Analytics and Investment Control functions, processes and procedures.
• Work closely with team members across the Performance Analytics and Investment Control functions to ensure optimum output.

Desired Qualifications/Experience:

• Bachelor’s degree in Commerce or a related field.
• 5+ years’ performance analytics experience.
• Experience in management of key investment management operations, functions and processes.
• Good knowledge of the Australian & International funds management industry, including industry issues, trends, investment products and processes.
• Good knowledge of securities both domestically and internationally.
• Ability to work across functional business teams to influence change strategies and drive implementation of business improvements.

This role can be performed in both our client’s Melbourne and Sydney offices. Though Melbourne is preferred, candidates in Sydney are also encouraged to apply.