CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Our client is a prominent provider of financial services and solutions. The role of the Performance and Reporting Analyst will be to research portfolio performance, and report oversights on the investment process. The position is a 12 month contract, with a potential view to turn permanent.
The role will include the following responsibilities:
Source investment data from key providers (external fund managers, custodian, independent research providers, etc) to include in ALCO, Group and Board reporting
Ensure information sourced from key providers is managed effectively to maximise the value add outcomes for investment monitoring and reporting
Monitor and report investment performance & mandate compliance results according to business deliverables
The ideal candidate will have the following skills:
1 – 5 years' experience within a performance, or investment environment specifically within the Insurance, Asset Management or Funds Management Industry
A strong understanding of financial reporting and some experience writing committee reports
Ability to liaise with board members and facilitate and coordinate reporting
Experience within a performance, or investment environment specifically within the Insurance, Asset Management or Funds Management Industry