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Seeking a Senior Performance Analyst that is looking to take initial steps into management. Will have a strong academic background and possess a natural ability to communicate with Fund Management clients and internal stakeholders.
Manage and maintain a Performance & Attribution team within IMS Investment Analytics
Provide necessary support to other Investment Analytics Functions, Equity, Multi-Asset & Fixed Income Attribution Teams as well as GIPS Services, Change Management and JV Oversight
Management Information Statistic (MIS) and Service Level Agreement (SLA) maintenance
Produce accurate and timely Performance data
Performance reporting follows a monthly cycle for the Institutional Marketing / Fund Managers / Senior Management.
Provide technical expertise on Performance & Attribution to clients and other departments
Each member of the team assists where necessary to produce ad-hoc Performance data for other Departments
Provide clients with feedback to the Investment Decision Process.
Maintain strong internal / external relations
Help drive team forward and promote team working
Performance reporting to be completed within SLA targets
Project work, including on-boarding new clients and liaising with multiple stakeholders
Team Management responsibilities
Demonstrate the 'Risk Excellence' culture in your behaviour
Maintain a detailed understanding of :
The scope of the role's managerial responsibilities
The competence of the staff reporting to you
Ensure that your team has clear understanding of their reporting lines, authority levels, scope of responsibilities (including those delegated to them and those they delegate), objectives, training and competency requirements plus progress is reviewed regularly in line with Company policy, and are regulatory registered where appropriate for their role
Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.
Establish and monitor systems of control, delegated authority and escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively
Adhere to the delegation and oversight (management information and escalation) framework in the performance of daily tasks. This includes taking proactive action to ensure there is adequate production of management information that is fits for purpose, and issues are raised as appropriate
Establish and monitor an effective delegation framework to ensure that tasks are performed by staff members with appropriate capacity and authority level (based on knowledge, skills and competence).
Establish and monitor an effective oversight framework to ensure that issues are appropriately identified, escalated and resolved. This includes: a) ensuring that appropriate management information is received, considered and challenged as appropriate at intervals proportionate to the risks; and b) that staff members have clear understanding of the escalation path/principles
Establish and nurture a culture of 'Risk Excellence' within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
Ensure that you make reasonable decisions by exercising reasonable care when considering information available to you. This includes taking proactive action to ensure that the information you have is suitable and adequate.
Establish and nurture a culture of individual ownership of tasks to embed a clear individual sense of accountability into staff members' behaviour in performing their roles.
Ensure that the highest level of the Code of Conduct is displayed in your own and staff behaviour.
Level of Education/ Qualifications:
Degree or equivalent – mathematical related subject preferred
An aptitude for mathematical information
Initiative and Drive
IMC, CIPM & CFA preferred
Skills and Experience:
System solutions : Statpro RP & Composites / Statpro Performance and Attribution / StatPro Fixed Income (SFI) / Factset / GPA / PnA / BiSAM