Analyst, Performance & Risk Analytics

at  IFM Investors

ABOUT US

Owned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic, environmental and social benefits to the community. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, New York, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit ifminvestors.com.

YOUR BACKGROUND AND EXPERIENCE

• 2+ years of relevant experience in performance analytics/performance reporting roles at Asset Owners, Funds Management, Funds administration or Custody firm within the financial services industry, servicing institutional investors
• Dealing with large amounts of data with strong attention to detail required
• Being able to identify and undertake investigation of data inconsistencies
• Working within tight deadlines to provide consistently accurate reporting
• Fostering good relationships with various areas of the business, clients and consultants
• Tertiary qualification in commerce, economics, finance or related field
• Excellent performance analytics and attribution knowledge
• Good investment market knowledge (including unlisted assets)
• Highly developed and demonstrated problem solving, analytical & numeric and verbal/written communications skills are essential.
• Experience with Bloomberg, FactSet, Aladdin - strong knowledge of MS Excel with some VBA knowledge
• Very good knowledge of FactSet (PA3 & SPAR)

• Carry out, as directed by the Manager & Associate Director, Head of Performance and Risk Analytics, the performance analytics, performance reporting and investment reporting requirements for all IFM Investors products.
• Compiling, analysing and producing performance and analytical reporting using Factset, Bloomberg and other in-house systems
• Undertake the performance measurement and attribution of fund portfolios
• Calculate performance returns on spreadsheets and prepare performance reports for stakeholders
• Ensure accuracy and timeliness of deliverables
• Participate and work with the Associate/Specialist in conducting complex attribution analysis and risk-return analysis on Fund performance across various mandates and funds
• Provide support to the Front Office teams regarding portfolio validation, investigations and commentary
• Support the implementation of new portfolios and assist on business-wide projects and improvement initiatives
• Ensuring all queries are managed and responded in a timely manner
• Participate in project work as required to improve processes/procedures and improve departmental use of systems
• Ensuring all personal training records are maintained and kept up to date
• Contribute to the identification of emerging risks, trends and developments in the support environment and participate in the implementation of solutions
• Apply and encourage a culture of continuous improvement to change and/or develop new practices and procedures
  The role will provide support to the wider Investment Operations and Client Services department as directed by the Associate Director or Head of Performance and Risk Analytics.