Senior Investment Analytics Analyst

Fernway

Top performing Fund Manager with a newly created role! Investment Analytics. Join and grow a best in class, investment analytics team.

  • Bast in class Investment Analytics team!
  • Top performing, CBD based fund.
  • Rare career opportunity in a true work/life balance culture.
As a senior investment analyst yo'll be proactively engaging with several fund managers (Real assets) to define, collate and than feed through data requirements to a data team enabling the delivery of dashboards with extensive "drill downable" functionality.

This fantastic opportunity will encompass ; transactional activity, operational due diligence, transitions implementation, fund accounting, unit pricing, distributions, mandate compliance, data management, custodian relationship management, client reporting, performance and attribution analysis, ex post risk analytics as well as governance and compliance.

The Role:
  • Responsible for the development of a Manager survey template.
  • Development of quality controls around the Manager survey process.
  • Specification of the conceptual framework for the schema to house the Manager data in an Enterprise Datastore.
  • Retirement of existing manual Excel reporting for Real Assets team.
    Performance Analytics
  • Iterative development of meaningful analytics from the Manager data, to optimise decision making within the Real Assets team.
  • Conceptual specification of reporting dashboards for delivery of analytics dashboards for Real Assetsteam.
  • Supporting the Performance Analytics team with deliverables as required.
  • Develop a new, best in class, analytical capability to assist in Investments decision making.
  • Deliver high quality analytical content. Regular and ad-hoc client reports and dashboards.
  • Maintain primary analytical data sets including static data attributes in supporting systems.
  • Define and develop analytical tools to support the investment function.
  • Communicate with vendors (eg, custodian, analytical systems providers).
  • Develop relevant data verification processes with Data Management team in line with the Data Governance Framework.
  • Contribute to investment, operational and systems related development projects.
  • Participate in stakeholder discussions regarding reporting, to build confidence in the Performance Analytics function.
  • Ongoing proactive contribution to the continuous refinement effort for compliance, governance and risk management processes.
  • Work closely with investment, IT and operational staff to upgrade and develop analytics, data and systems areas to a best in class standard.
Required:
  • Working knowledge of performance and attribution systems and methodology
  • Strong quantitative problem solving skills
  • Advanced Excel - spreadsheet skills VBA
  • Demonstrated process improvement capability and focus
  • Experience with a programming language
  • Familiarity with the use of risk and analytical solutions technology (e.g. Aladdin, MSCI-BARRA, FactSet).
  • Strong SQL programming
  • Minimum five years’ experience with a consultant, investment manager, custodian or superannuation fund.
  • Demonstrated experience using performance, attribution or risk systems.
  • Experience customising analysis or reporting for non-standard client requirements.
  • Solid understanding of asset classes and investment instruments.
If you're someone, not just looking for gateway to front office, but someone with a genuine passion for performance data and believes in the power of analytics. This is the one!!

HIT APPLY!

Or send CV direct to j.chapman@fernway.com.au for a full confidential briefing.