Finance Analyst

Job Description:

Performance and Risk Analysis:

- Review performance, Factset equity attribution, and risk by analyzing the accuracy and quality of the underlying data. Perform data validation, exception processing, and security modeling to improve data coverage and to ensure accuracy of multi asset attribution reporting.

- Identify and resolve complex data issues impacting performance, attribution, and risk. Maintain, monitor, run & review standard/complicated reports & ad-hoc requests via manual/automated process adhering to set SLA date.

- Collaborate with manager to identify & resolve complex data issues impacting performance, attribution, risk & characteristics reporting. Perform a business analyst role between performance attribution & other relevant teams, to understand the requirements & set the process changes & report delivery accordingly.

- Review automated validation controls and complete issue resolution processes. Maintain a thorough understanding of systems and processes related to the team's core functions. Interpret and communicate equity attribution results using understanding of attribution models and experience with complex instruments.

- Collaborate with team members & train on functional, process & technical aspects of function.

What qualifications, skills & experience would help someone to be successful?

Education and Experience:

- Bachelors / Master's degree preferably in Finance/Business. Professional Certifications (CIPM/CFA/FRM) would be an added advantage.

- 5+ relevant work experience in Analysis & Reporting of Performance, Attributions & Risk within relevant industries, such as Mutual Funds, Asset Management, Investment Banks, Custodians & Financial Services, etc.

- Experience developing an effective portfolio and/or investment risk/performance attribution management processes.

- Hands on experience using Investment Performance, Attribution & Risk management application/software like Factset, Bloomberg PORT (Previously Barclay's POINT).

- Ability to perform financial/mathematical calculations & analysis using MS Excel, Power BI, Alteryx, Python & relevant process automation tools.

- Advanced knowledge of financial instruments, markets & analytical understanding.

- Knowledge of Mutual Funds, Institutional Separate Accounts and Composites. Benchmarks, Hybrid/Blended Benchmarks.

- Ability to work under pressure, perform multiple tasks in a fast-paced, team environment, organize & prioritize workflow.

- Strong verbal & written communication skills, including strong negotiation skills.