Job Description
Key Accountabilities
- As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management.
- Review performance and portfolio analytics for use in client reports
- Attend to queries on fund and/or benchmark returns, asset returns or attribution results.
- Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution
- Produce peer fund comparison analysis based on Morningstar Direct
- Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.)
- Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation)
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