Descriptionthe role of investment performance analyst will support the client service team and the other teams in the investment line of bussines related to the performance of the pension plans of the clients.
you will be an integral member of the investment & performance team, in which you will be the one to review the aum of our client's pension plans and calculate the returns of all the plan accounts and also the return of the plan.
you will have the opportunity to provide a positive experience and drive outcomes for our discretionary clients by building knowledge of our processes and leveraging a deep bench of internal teams (portfolio managers, client leads, operations, and manager and asset research teams) and resources.
you will be supported in the role to develop your performance calculation knowledge and enhance a broad range of communication and leadership skills.
you will have exposure to the whole investment process.the rolecollect all the necessary information from the clientdownload or get the financial statements of the clients from the custodyobtain all the information of the managers in which the client is investedreview the aum of our clients' pension plan each monthcalculate the returns of all the accounts of the plan and the total plan using the financial statementssupport different business needshave constant communication with the client team to deliver a high quality work to the clientqualificationsexperienced hires are encouraged to applywe would like to see resourcefulness as well as a desire to expand investment knowledgewe are looking for individuals who can combine project management and organizational skills with effective communication and collaborationyour working knowledge of excel and databases will be applied to our internal processes and systemsyou will be supported to think innovatively to evolve and improve our solutionsprofessional englishequal opportunity employer
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