Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group  team to partner with the Business.

 

As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to promote performance insights. You will calculate performance returns and performance attribution across our product range, ensuring accuracy and timely delivery. You will also oversee performance measurement and attribution calculations, create reports across several regional offices, and communicate results effectively to senior management and portfolio managers. This role offers you the opportunity to develop and implement performance and attribution systems with best industry practices, monitor data quality, and provide regular risk and return analysis to portfolio managers and investment specialists.

Job responsibilities

Calculate performance returns and performance attribution across product range, ensuring accuracy and timely deliveryOverseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional officesAnalyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managersBe a driver of the development and implementation of the performance and attribution systems with best industry practicesMonitoring data quality and performing compares between computations from different sources (e.g. internal vs external)Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these resultsProviding regular and bespoke risk and return analysis to portfolio managers and investment specialists

Required qualifications, capabilities and skills

Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) Passion for the investments business and financial marketsStrong quantitative skills, comfortable with formulas, performance measurement methodology and risk measuresUnderstanding of the various businesses/products within the Asset management & Wealth management spaceKnowledge of portfolio accounting principles, and performance and attribution methodologiesSolid analytical ability to research and analyze complex data sets

Preferred qualifications, capabilities and skills

CIPM/CFA or progress toward designation a plusSome working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus