Performance and Attribution Manager | Leading Financial Services Firm!

Succession Recruitment Pty Ltd

Strong Management exp from a Fund Manager or Custodian? Extensive Performance and Attribution exp? Join this leading Financial Services firm!

This top name Financial Services provider is one of the market leaders in Fund Administration. Their success can also be attributed to their dedication to effective and efficient processes. Our client is looking for a Performance and Attribution Manager who can hit the ground running.
The successful candidate will be responsible for developing and managing a team of investment performance and reporting analysts, and to act as the SME in the area of performance and attribution within the business. Great communication skills will be essential as you will need to work with various internal business units to improve processes and procedures and work with the client service team to deliver high quality services to existing clients and support new client or products.
Responsibilities of the role include but are not limited to:    
  • Lead, develop and manage a team of investment performance and reporting analysts.
  • Lead and facilitate performance management and career development processes with staff.
  • Develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate delivery of the work by the team.
  • Monitor work distribution and ensure resources are used effectively both within the team. Adapt the team structure as required to meet the evolving needs of the business and clients.
  • Initiate, develop and implement short- and long-term plans to improve the effectiveness of team processes and functions.
  • Proactively ensure a strong understanding of end to end processes, controls, data flows, roles and responsibilities.
  • Influence and partner with the operations and technology teams and service providers / vendors to ensure data quality, identity and resolve issues related to performance and reporting as needed.
  • Ensure all client queries / issues raised are responded to in a timely and appropriate manner.
  • Calculate investment performance data in accordance with industry standards, including core performance measurement after-tax, risk and attribution analysis.
  • Ensure compliance / investment monitoring activities are conducted, reported and investigated in adherence to client mandate and service agreements.
  • Development of analytical models and tools, including performance fee models.
  • Management of key performance and attribution vendor relationships and service providers.
  • Foster a risk management and compliance culture within the team.  
To be considered for this position you will possess:
  • 5 - 10 years’ Performance and Attribution experience, and strong Management experience, from either a Fund Manager or Custodian.
  • Graduate or relevant professional qualification (CFA/CPIM/CAIA).
  • Knowledge of the relevant industry standards, including AIPS and GIPS
  • Proven Leadership skills with ability to share technical and professional knowledge
  • Excellent communication, organisation and planning skills
  • Ability to manage detail whilst maintaining a strategic view in an environment of ambiguity and change.
  • Proven experience developing, motivating and managing a client reporting and investment performance team.
  • Strong understanding of financial markets, investment management processes and operational support functions.
  • Proficient in data and reporting automation with strong Microsoft Excel and VBA skills.
  • Advanced experience with performance and reporting tools. Demonstrable skills in managing end to end process and controls.  
This is a great opportunity for a candidate with a passion for Management and extensive Performance and Attribution experience. If you have the skills and experience as detailed above, please contact John Hill at Succession Recruitment on Ph. 8123 1142 or upload your Resume NOW!