Performance Officer

Location: Sydney CBD
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: 253870

Newly created team in the last 12 months, with overall responsibility for the production of all fund performance activities for the business and it's clients.

The officer role works closely with clients, Product Managers and operation teams to ensure timely and accurate performance and risk reporting. The iofficer will also be responsible for driving projects and onboarding iniatives.

Key responsibilities include:

  • Produce, review and validate performance reports
  • Lead or participate in department projects and ensure their completion
  • Assist in new client onboarding and implementations
  • Review, update and implement new processes and procedures where needed to enhance operational controls
  • Assist Product Area with client presentations to current or prospective clients
  • Perform quality control review on team members' work
  • Support testing of new features/functionality for new platforms
  • Responsible for interfacing with index vendors and follow up with business support team in system setup
  • Provide feedback on vendor system quality/functionality
  • Assist in the training of new staff and help Manager determine training schedule based upon current production needs


  • Advanced Microsoft Excel skills (example: macro, filtering, pivot tables, etc.)
  • Working knowledge of StatPro/FactSet
  • Sound knowledge of performance, attribution methods and risk measurement
  • Working knowledge of the Global Investment Performance Standards (GIPS)
  • Knowledge of the end-to-end view of the overall performance reporting process
  • Excellent interpersonal and communication skills
  • Ability to multi-task and work well under pressure

Please call Charlie from Ambition Recruitment on 0405242474