Performance Analyst

REPORTING TO

Performance & Analytics Manager

ROLE

Part of a team responsible for performance analysis on portfolios/funds, strategies, capabilities and on the total firm for various parts of the business across the region.

KEY RESULT AREAS
- Ensure accurate and timely delivery of performance and attribution reports
- Enhance control framework, incident management workflow and execute continuous process improvement
- Engage effectively with the stakeholders in all matters related to performance

EDUCATION/QUALIFICATIONS
- Bachelor Degree in Finance or related discipline
- Understanding of portfolio analysis including performance calculation methodologies and risk analytics

KEY ACCOUNTABILITIES

As a Junior Performance Analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management.
- Review performance and portfolio analytics for use in client reports
- Lead enhancement projects on value added reports
- Answer any query on fund and/or benchmark returns, asset returns or attribution results
- Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution
- Produce peer fund comparison analysis based on Morningstar Direct
- Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.)
- Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation)
- Maintain the list of GIPS®composites and provide assurance that the firm complies with the GIPS®standards

ADDITIONAL RESPONSIBILITIES:

- Contribute to the preparation of management reports on fund performance covering all local business units in the Asia region
- Identify and execute continuous process improvement and automation
- Enhance control framework and incident management workflow
- Embed self-service analytics in data products to empower end users to get the information they need, when they need it

EXPERIENCE / QUALIFICATIONS
- A couple years relevant experience in a performance analyst or similar role
- Bachelor degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
- CIPM or CFA is preferred (or working towards)
- Understanding of portfolio analysis including performance calculation methodologies
- Strong analytical and quantitative skills, comfortable with complex formulas
- Experience in using Morningstar Direct is an advantage
- Strong Excel skills and programming language (particularly Power Query, DAX, or SQL) is highly desirable
- Experienced with Microsoft Power Platform (i.e., Power BI, Power Automate).
- Experience in business intelligence, data analysis and/or data visualisation

GENERAL CANDIDATE ATTRIBUTES
- Good understanding of various investment processes (equity, fixed income, multi-asset, alternatives)
- General knowledge of asset management operational workflows
- Strong understanding of Data, data structures and Databases
- An understanding of audit and controls / governance
- Must be a team player
- Ability to interact and communicate effectively
- Highly organized and proactive
- Ability to work in a high pressure environment with tight deadlines
- Ability to manage stakeholders across various levels and business areas
- Ability to multi-task and with strong attention to detail
- Language skills - English required, fluency in one or more Asian languages will be a plus