Senior Associate, 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

• 4-8 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
• Experience with Private Markets, Fixed Income and/or Infrastructure asset classes is highly desirable.
• Dealing with large amounts of data with strong attention to detail required.
• Being able to identify and undertake investigation of data inconsistencies.
• Tertiary qualification in commerce, economics, finance or related field
• Excellent performance analytics and attribution knowledge
• Very 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, Morningstar 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.
• Conducting in-depth performance analysis for a broad range of products and asset classes including modelling, complex attribution analysis and risk-return analysis on Fund performance across various mandates and funds.
• Perform high quality checking and oversight of Analyst and Associates work and ensure accuracy and timeliness of deliverables.
• Guide and support the team in providing quality reporting and ensuring that the required standards for technical competence and professionalism are being met, including mentorship.
• Organise, manage, and monitor the team’s schedule and inbox to ensure the quality and timely service delivery of requests and query responses.
• Support and provide guidance to Analysts and Associates for Performance and Risk Analytics related issues.
• Provide coverage in compiling, analysing and producing performance and analytical reporting via Patlas, Factset, Bloomberg and in-house systems.
• Monitor the quality of outgoing communications by the team to both IFM internal and external stakeholders to ensure alignment to our values and client standards.
• Lead and participate in project work as required to improve processes/procedures and improve departmental use of systems.
• Lead technical discussions with Clients, Investment teams and IFM internal stakeholders.
• 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.