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Senior Performance Analyst

Job description

Newly created team in the last 24 months, with overall responsibility for the production of all fund performance activities for the business and it's clients.

The senior performance analyst works closely with clients, Product Managers and operation teams to create performance and risk reporting. There is currently a strong focus on driving projects and onboarding iniatives.

Key responsibilities include:

  • Review and validate performance reports as a senior member of the team
  • 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