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 team to partner with the Business.

 

As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite process from a day-to-day perspective. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will ensure the team runs as a Centre of Excellence, drawing synergies and a globally consistent approach to bring efficiency.

Job responsibilities:

Running Composite COE with high operational standardsKeeping abreast with changes in GIPS standards and application thereofTimely and accurate publication of GIPS presentationsHelp manage external verification of composites.Providing various ad hoc data research and analysis as needed by clients.Assisting in developing strategic solutions and defining PAG business requirementsParticipating in UAT and Production testing as neededKeeping a risk and control mindsetGetting involved with regulatory or controls deliverables and supporting other ad hoc projects as needed.Identifying the project scope and key milestones, researching background, assessing risks, and designing test procedures 

Required qualifications, capabilities, and skills:

Minimum 8 years of work experience Acquainted with portfolio performance, investments and/or products, and project management skills.Strong analytical skills and ability to document and communicate complex, at times quantitative, business requirements and business analysis to our technology counterparts.Ability to work well on a global integrated team.Proficiency with Excel, PowerPoint

Preferred qualifications, capabilities, and skills:

Preferably CFA, CIPM.