Portfolio Analysis Team Leader

Wealth Management - Portfolio Analysis Group - Team Leader

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business.

As a team Leader in the Portfolio Analysis Group, you will be responsible for providing the best client service experience by understanding our client’s needs and developing relationships across the organization and Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools.

Job responsibilities

• Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery

• Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices

• Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers

• Be a driver of the development and implementation of the performance and attribution systems with best industry practices

• Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)

• Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results

• Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution 

• Minimum 2 years of experience

• Knowledge of portfolio accounting principles, and performance and attribution methodologies

• Solid analytical ability to research and analyze complex data sets

• Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization

Preferred qualifications, capabilities, and skills

• CIPM/CFA or progress toward designation a plus