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The Performance Analytics group provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The new formally team will operate a hub a spoke model with two centres of excellence in Dublin (Ireland) and Dalian (China) supported by local specialists in London, Tokyo and Hong Kong.
The primary focus of the of the role is work in the the equity attribution and risk reporting team. The team will be focused on the production of quarterly fund reports, investment risk oversight pack, fund characteristics reports and providing risk analysis on our equity products. The team will manage many stakeholders in both the investment and distribution business. The team will be based in both Dublin and Dalian.
What you'll do
Investigation and resolution of complex queries and client queries in a timely manner.
Calculation of Performance & Attribution
Calculation of ex-post risk statistics
Calculation of exposure based metrics (liquidity analysis, derivative reporting, etc)
Calculation of style analysis
Production of quarterly fund review packs and investment risk reports
Responding to a significant volume of ad-hoc queries and requests
Taking ownership for specific tasks.
Involvement in projects and systems testing as required.
Your skills and experience
Degree level in Finance, Maths, Statistics, Economics, Accounting
Experience working in asset management industry working directly with investment performance.
Understanding of various performance measurement and analysis techniques such as return calculation methodologies (TWR, MWR, Nav-Nav), ex-post risk metrics.
Understanding of Brinson-Fachler attribution.
Understanding of factor based risk models.
Good knowledge and understanding of financial markets and investment management.
Knowledge of vendor systems such as Morningstar, Factset, Bi-Sam, Barra and Bloomberg.
Strong numerical and statistical skills as evident by existing or previous employment.
Self-motivated and responsive to a changing environment.