Senior Performance Analyst

  • Company:
    Robert Walters
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    3 days ago
  • Category:

The team is made up of 2 separate functions, Investment Analytics and Client Compliance.

Key responsibilities:

  • As this is a client facing role, excellent interpersonal and communication is required in interactions with clients.
  • Key point of contact for clients so need to be able to resolve all client issues, queries, enhancements and change requests in a timely manner.
  • Key point of contact for the review of the Risk & Investment Analytics team deliverables, and ensure all reporting deliverable are met with high levels of accuracy
  • Researching and investigating rules as per Product Disclosure Statements, Investment Management Agreements, investments and market principles
  • Use knowledge of client’s investment strategies and reporting requirements to assist in the development and provision of enhanced reports, new initiatives and new products.
  • Liaising with client’s front office and risk/compliance areas in reviewing rules, definitions, alerts, and breaches
  • Assist and support in the implementation of projects and initiatives across the team and RBCIS as required.
  • Attend client service meetings as required.
  • Key requirements:

  • Advanced theoretical understanding and practical application of performance analytics, attribution analysis and unit price performance
  • Previous mandate compliance experience
  • Strong awareness of the investment industry as a whole.
  • Strong verbal and written communication skills and a proven ability to discuss performance & compliance concepts and results with clients.
  • High attention to detail and strong analysis skills.
  • Client Centric