Funds Performance & Attribution Analyst - 12 month contract
Our client is seekingexperienced performance analystto join their team within Investment operations.
The team’s mission is to provide investment analytics services to internal and external clients across a range of products. They are a specialised analytical and client service focused team.
The team is responsible for:
- Calculating investment performance and identifying sources of performance for internal and external clients
- Conducting analysis of investment portfolios to determine adherence to mandates.
Their primary focus is on:
- Calculating investment performance data for clients in accordance with the industry standards as well as client service level agreement (SLA) requirements. This includes core performance measurement, after-tax performance and attribution analysis.
- Providing compliance / investment monitoring reports on a regular basis, ensuring investment managers adhere to their mandates and all mandate breaches are detected and acted upon.
- Developing and maintaining relationships with clients to ensure provision of high level of service;
Ideal applicants will have over 2 + years in a similar funds Performance analysis role.
Please note that our client is exclusively considering candidates with full and unrestricted working rights. As such, this role is not applicable to those on Working Holiday Visas or student visas.
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Funds Performance & Attribution Analyst - 12 month contract in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
